You will provide comprehensive financial guidance to military families, managing their wealth through accumulation, preservation, and legacy planning. Additionally, you will build and expand your independent practice by fostering long-term client relationships and generating referrals within the military community. Candidates must have at least 5 years of experience in financial services and hold Series 7 & 66 (or 6, 63, 65) and Life & Health licenses. A strong background in portfolio management and a preference for military experience or affiliation are required.
Senior Financial Advisor – Experienced Professionals
Arlington, Virginia, 22217
Onsite
supports..pdf, .doc, .docx, or .txt file


