About this role
Senior Financial Advisor at Nreca. Location: Arlington or Lincoln. Role: retaining clients, conducting reviews, recommending investments Requirements: Bachelor's in business, 6+ years mutual fund/investment experience, 4+ years senior client-facing experience, Series 6/63/65 required, CFP preferred, strong presentation and client relationship skills. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Certifications: series 6, series 63, series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English