About this role
Investment Advisor Representative - Greater Philadelphia Region at Cumberland Advisors, LLC. Location: Malvern or Bristol or Philadelphia or Camden or Sarasota. Role: delivering strategies, building relationships, assessing needs Requirements: Active Series 65 license, meaningful advisory experience, bachelor’s degree normally required (Finance or Economics), strong communication and relationship-building skills, valid driver's license, fiduciary conduct. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65 Commitment: Full Time Workplace: Field Languages: English