About this role
Private Advisor II at Seacoast Bank. Location: Fort Lauderdale, Florida, United States. Role: providing advice, developing leads, managing investments Requirements: Bachelor's or equivalent experience, FINRA Series 7 & 66 and Florida Life/Health/Annuity license required, 8+ years investment management experience, strong communication, analytical skills, and proficiency with Microsoft Office and MGPro. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, MGPro Financial Planning Certifications: series 7, series 66, florida life health and annuity Commitment: Full Time Workplace: Onsite Languages: English