About this role
Investment Advisor Representative at WTW External Careers Site. Location: Richardson or Chicago. Role: providing advice, reviewing models, managing portfolios Requirements: Active IAR registration (Series 65/66), 3+ years providing investment advisory services, familiarity with financial planning, strong communication and analytical skills, comfort with technology-enabled advisory platforms; CFP/CFA preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: iar, series 65, series 66, series 6, series 7, sie, insurance producer, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English