About this role
Private Advisor II at Seacoast Bank. Location: Fort Lauderdale, Florida, United States. Role: providing advice, developing leads, managing portfolios Requirements: Bachelor's degree or relevant experience, Series 7 and 66, Florida Life/Health/Annuity license, 8+ years investment management experience, strong communication and analytical skills, Microsoft Office and MGPro proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, MGPro Financial Planning software Certifications: series 7, series 66, florida life health and annuity Commitment: Full Time Workplace: Onsite Languages: English