About this role
Financial Advisor at SECU. Location: Maryland, United States. Role: advising members, prospecting members, managing relationships Requirements: Bachelor's degree or equivalent experience, 4+ years investment sales experience, FINRA Series licenses (7,66 or 63&65), MD life and health insurance, strong communication, compliance knowledge (BSA/OFAC), prospecting and financial planning skills. Category: Sales Seniority: Mid Level Certifications: series 7, series 66, series 63, series 65, md life and health insurance, crpc, cfp Commitment: Full Time Workplace: Onsite Languages: English