About this role
Financial Advisor at Payroll Solutions / Workforce Solutions LLC. Location: Durango, Colorado, United States. Role: advising clients, managing investments, developing clientele Requirements: Bachelor's degree in finance or related field, Series 65 or 66 licensure, prior financial advisor experience, proficiency with Microsoft Office and CRM, strong written and verbal communication. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Certifications: series 66, series 65 Commitment: Full Time, Contract Workplace: Onsite Languages: English