About this role
Financial Advisor at GoldBook Financial. Location: Scottsdale, Arizona, United States. Role: developing plans, reviewing portfolios, prospecting clients Requirements: Bachelor's degree, 3+ years financial advisory experience, active FINRA Series 7 and Series 66 (or 63/65), proven production track record, strong communication, and compliance knowledge. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuidePro, Morningstar Certifications: finra series 7, finra series 66, finra series 63, finra series 65, cfp, cfa, life insurance, accident and health insurance Commitment: Full Time Workplace: Onsite Languages: English