About this role
Wealth Advisor at Regal Securities, Inc.. Location: Glenview or Orlando or Fort Myers. Role: Creating financial solutions, Maintaining client relationships, Building knowledge and expertise Requirements: Minimum 3 to 5 years of experience as a Financial Advisor delivering advice and managing client relationships. Series 7 and Series 66 or 65 licenses required. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning tools, Microsoft Office Suite Certifications: series 7 securities, series 66, life, health and variable annuity Commitment: Full Time Workplace: Onsite Languages: English