About this role
Investment Advisor at State Bank. Location: Bowling Green or Walbridge or Perrysburg or Findlay. Role: Client relationships, Referral management, Brokerage transactions Requirements: Brokerage/investment advisory experience; FINRA/SEC knowledge; Series 6/63/7 licenses; ability to obtain licenses; strong client service and regulatory compliance. Category: Finance and Accounting Seniority: Mid Level Tools: Brokerage platforms, CRM Certifications: series 6, series 63, series 7, state insurance Commitment: Full Time Workplace: Onsite Languages: English