Job description
The Wealth Advisor evaluates the investment goals and risk profiles of clients to deliver customized financial guidance. This role involves building and maintaining a client portfolio while adhering to regulatory standards in the securities industry. Applicants should possess a high school diploma or GED and have a minimum of one year’s experience in a financial advisory position. Additionally, holding active Series 7 and 63 licenses is essential for this position.
SIMON provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
