About this role
Business Development Financial Advisor at Overview. Location: Chicago or Denver or Greenwood Village or Lone Tree or Milwaukee or Baltimore or Cleveland or New Haven or Newark or Jacksonville or Jupiter. Role: Develop client relationships, Build networks, Travel is required Requirements: Minimum 5 years as an Investment Advisor Representative; Series 65/66 and Series 7; CFP/CFA/CPA or portfolio manager; Bachelor's preferred; strong communication; travel. Category: Sales Seniority: Senior Level Certifications: series 65, series 66, series 7, cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English