About this role
Associate Advisor at Signature Estate and Investment Advisors Inc. Location: Cleveland, Ohio, United States. Role: Oversees client planning, Conducts investment reviews, Responds to service issues Requirements: Bachelor's degree or 1-2 years related experience; FINRA Series 7 and 66; CFP coursework; proficient with Excel, CRM, Outlook, PowerPoint. Category: Finance and Accounting Seniority: Mid Level Tools: Excel, CRM, Outlook, Word, PowerPoint, Spreadsheet Software, Order Processing Systems Certifications: finra series 7, finra series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English