About this role
Financial Advisor at Moors & Cabot. Location: Winter Park, Florida, United States. Role: Develop and, Implement financial planning Requirements: 7+ years of financial services experience; portable book of business; FINRA licenses (SIE, Series 7 and 66); Bachelor's degree in Business/Finance; strong financial planning, portfolio management, and fiduciary investing knowledge; proficient in MS Office and Google Suite; team player with initiative. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, Google Suite, MoneyGuidePro, Financial Planning software Certifications: finra sie, series 7, series 66 (63/65) Commitment: Full Time Workplace: Hybrid Languages: English