About this role
Financial Advisor at Moors & Cabot. Location: Naples, Florida, United States. Role: Develop planning, Maintain databases, Research products and trends Requirements: Senior-level financial advisor skilled in financial planning, portfolio management, and fiduciary investing; strong client service, research, and communication. Category: Finance and Accounting Seniority: Senior Level Tools: MoneyGuidePro, Microsoft Office, Google Suite Certifications: finra sie, series 7, series 66 (63/65) Commitment: Full Time Workplace: Hybrid Languages: English