About this role
Financial Advisor at Overview. Location: Frederick, Maryland, United States. Role: building clients, building plans, managing plans Requirements: Bachelor's degree, licensing (Life/Accident & Health, SIE, Series 6,7,63), strong relationship-building, time-management, and communication skills; legal authorization to work in the US. Category: Finance and Accounting Seniority: Entry Level Certifications: life accident health, sie, series 6, series 7, series 63, cfp Commitment: Full Time Workplace: Onsite Languages: English