About this role
Financial Advisor at Moors & Cabot. Location: Phoenix, Arizona, United States. Role: Develop planning, Build client databases, Perform research Requirements: Oversee investment strategies for diverse clients; design and execute tailored investment plans; provide holistic financial planning. Category: Finance and Accounting Seniority: Senior Level Tools: MoneyGuidePro, Microsoft Office, Google Workspace, Wealth management software Certifications: finra sie, series 7, series 66 (63/65) Commitment: Full Time Workplace: Hybrid Languages: English