About this role
Financial Advisor at Bravera Wealth. Location: Fargo, North Dakota, United States. Role: advise clients, review reports, develop plans Requirements: Fiduciary financial guidance, manage client accounts, develop plans; requires securities licenses, insurance licenses, and 3+ years in financial services. Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuide Pro, Holistiplan, Microsoft Word, Microsoft Excel Certifications: finra series 7, finra series 66, state insurance - accidents & health, variable life and annuity, life and annuity Commitment: Full Time Workplace: Onsite Languages: English