Malvern, Pennsylvania, 19355
Job description
Financial Advisors play a crucial role in fostering robust relationships with clients, discerning their investment requirements, and offering customized financial guidance alongside portfolio management services. They work in partnership with internal teams to facilitate the onboarding process for new clients and maintain compliance with regulatory and investment standards. Applicants should possess a bachelor’s degree and have 1-2 years of experience in advisory or paraplanner positions. The role mandates the acquisition of SIE, Series 7, and Series 66 licenses in accordance with departmental protocols.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
