About this role
Financial Advisor, Wealth Solutions at Employer. Location: Lafayette, Louisiana, United States. Role: Develops relationships, Provides planning, Delivers guidance Requirements: Bachelor's in Finance/Economics/Business Admin; 4-7 years sales in financial services; FINRA Series 7 and/or Series 65; strong client relationship skills; proficient in financial markets; able to obtain licenses within 75 days. Category: Finance and Accounting Seniority: Mid Level Tools: FINRA Series 7, FINRA Series 65, Financial planning software, Microsoft Office Certifications: finra series 7, finra series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English