About this role
Wealth Advisor at Midlandsb. Location: Peru, Illinois, United States. Role: manage clients, provide planning, retain clients Requirements: Bachelor’s degree in business or related field; 6-8 years investment/financial advisory experience; licenses Series 7/65/Life; CFP preferred; strong client management. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 65, life insurance, cfp designation Commitment: Full Time Workplace: Onsite Languages: English