About this role
Financial Advisor at Moors & Cabot. Location: Sarasota, Florida, United States. Role: Develop plans, Maintain databases, Provide advice Requirements: Design and implement financial planning solutions; manage client portfolios; research markets; utilize MoneyGuidePro; maintain client relationships. Category: Finance and Accounting Seniority: Senior Level Tools: MoneyGuidePro, RBC, AOS, Nexus Trading, RedTail, Wealthbox, Addepar, RightCapital, RiskAlyze Certifications: finra sie, series 7, series 66 Commitment: Full Time Workplace: Hybrid Languages: English