About this role
Financial Advisor Securities at undefined. Location: Austin, Texas, United States. Role: Interview customers, Counsel customers, Cross-sell products Requirements: Requires Series 7 and 66 licenses; BS in Finance/Accounting/Business or related field; 5+ years in banking sales/support; strong interpersonal, analytical, and project management skills. Category: Sales Seniority: Mid Level Tools: Series 7 license, Series 66 license, Financial analysis tools, Office productivity software Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English