About this role
Financial Advisor at Valued Merchant Services. Location: San Francisco or New York City or Houston or Chicago. Role: Build relationships, Grow book, Provide planning Requirements: 3-5 years of financial advisory experience; success with high-net-worth clients; existing book of business; FINRA licenses. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 63, finra series 66, series 65 or 66, health insurance, life insurance, variable products Commitment: Full Time Workplace: Onsite Languages: English