Montgomery, Alabama, 36117
Job description
**Private Client Advisor**
The Private Client Advisor is tasked with delivering holistic financial planning and investment guidance to families and individuals, while also cultivating a client portfolio. This role focuses on enhancing client engagement through tailored solutions and advocating for the firm’s digital resources and services. Applicants should possess a minimum of two years of experience in the financial services sector and have active Series 7 and Series 66 licenses. Additionally, a license in Life, Health, and Long Term Care Insurance is necessary or must be acquired within 60 days of 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.
