About this role
Wealth Advisor at REV Community Credit Union. Location: Summerville, South Carolina, United States. Role: Build relationships, Provide planning, Ensure compliance Requirements: Minimum 5 years in wealth management; FINRA Series 7; Series 66/63/65; state life, health, disability, and variable insurance licenses; bachelor's in Finance or related field. Category: Finance and Accounting Seniority: Mid Level Tools: CRM software, Investment platforms, FINRA compliance tools, Financial planning tools Certifications: finra series 7, finra series 66, finra series 63, finra series 65, life insurance, health insurance, disability insurance, variable annuities Commitment: Full Time Workplace: Onsite Languages: English