About this role
Business Development Financial Advisor at Overview. Location: Chicago, Illinois, United States. Role: Develop relationships, Build networks, Travel Requirements: Five+ years as an Investment Advisor Representative; Series 65/66/7; CFP/CFA/CPA or portfolio manager; travel required. Category: Sales Seniority: Mid Level Certifications: series 65, series 66, series 7, cfp, cfa, cpa Commitment: Full Time Workplace: Hybrid Languages: English