About this role
Advisor Consultant Associate at Nb. Location: New York City, New York, United States. Role: partnering advisors, making calls, analyzing data Requirements: Sales experience in financial services preferred; bachelor’s degree required; Series 7 and Series 63/65 or 66 required or to be obtained within 6 months; strong communication, analytical skills, and self-starter with client management experience. Category: Sales Seniority: Entry Level Tools: Salesforce Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Hybrid Languages: English