Mishawaka, Indiana, 46545
Job description
**Private Client Advisor**
The Private Client Advisor plays a vital role in delivering holistic financial planning and investment guidance to individuals and families, assisting them in achieving their financial objectives. This position requires the advisor to cultivate a client portfolio, strengthen existing client connections, and advocate for digital banking services. Applicants should possess a minimum of 2 years of experience in a financial advisory position or a comparable role in financial services. A valid Series 7 license is essential, and the candidate must secure the Series 66 (63/65) and Life, Health, and Long Term Care Insurance licenses within 60 days of commencing employment.
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.
