Financial Services Professional

17 hours ago


Camas, United States Career Solutions, LLC Full time
About the Role

Career Solutions, LLC is seeking a Financial Advisor Alternative to join our team in Camas, WA, Tampa, and South Plano, TX. This role offers a unique opportunity to work with high net worth clients, focusing on retention and providing exceptional financial guidance.

Key Responsibilities
  • Work with a team to provide financial planning and investment advice to clients
  • Discuss capital markets and suitability with clients and their families
  • Enjoy a strong culture of promoting from within and tremendous benefits
Requirements

At least two years of experience in financial services is preferred. The successful candidate will have excellent communication skills and the ability to work in a team environment.

Relocation is required, and the company offers fully compensated training for the 7 and 65 certifications.



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