About this role
Financial Advisor - OR, NY, NJ, FL, or CA at Current. Location: Union or Portland or Miami or New York or San Francisco or Tampa or Los Angeles or Aventura. Role: transitioning book, managing relationships, providing advice Requirements: Experienced wealth/financial advisors with a transferable book of business, strong client retention, and experience on custodian platforms (LPL and/or Schwab) preferred; leadership and equity potential for high performers. Category: Sales Seniority: Senior Level Tools: LPL, Schwab, Becker, LinkedIn Learning Commitment: Full Time Workplace: Remote Languages: English