- FINRA Series 7, Series 66 licenses preferred.
- With a Series 6 and Series 63, additional licenses would be required
- Bachelor's degree in finance, economics or related field preferred but not required
- Previous client-facing experience is helpful
- The ability and willingness to market to prospective clients
- An established and transferrable book of business is a bonus towards the path to management opportunities and potential partnership.
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financial planner/advisor - Troy, United States - Blumark
Description
Job Description
Job DescriptionBlumark Financial Advisors is looking for experienced Financial Advisors to join our growing Team. If you love what you do but are looking for an opportunity to grow, both personally and professionally; if you have an entrepreneurial mindset but would prefer to spend your time growing your business and not on the multiple tasks associated and required in processing the business; we could be just the firm you are looking for.
About Blumark
Traditional Values. Innovative Financial Solutions.
Different by design – that's Blumark. By combining traditional values and innovative financial solutions, Blumark sets out to make an impression on you and your retirement goals. Focused on long-term relationships, sound professional advice, and lasting results, Blumark offers a wide range of financial solutions to meet your individual needs. By integrating a talented team of advisors with multiple services, Blumark provides a comprehensive, 360-degree view of your financial situation. With the full picture in sight, our team presents you solid strategies and the blueprint to help you reach your goal. At Blumark, you are at the center of everything we do.
Qualifications:
