About this role
Financial Advisor at Wealthenhancement. Location: Deer Park, New York, United States. Role: Manage relationships, Source clients, Place trades Requirements: 4+ years wealth management experience; 4-year degree; CFP/CPA/MBA or equivalent; Series 7, 66; Insurance Licenses; strong analytical, organizational and communication skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, insurances, cfp, cpa, mba Commitment: Full Time Workplace: Onsite Languages: English