Wealth Planner / Associate Advisor (Series 7 & 63/65 OR 66 req.) at #twiceasnice Recruiting

First Name *

Last Name

Email *

Phone *

Resume *

Will you now, or in the future require the hiring company to commence (“sponsor”) an immigration case in order to employ you (for example, H-1B or other employment-based immigration case)? *

What's the highest level of education you have completed? *

How many years of financial planning or wealth management experience do you have? *

How many years of portfolio analysis and preparing financial plans experience do you have? *

How many years of investments, insurance, tax, retirement, & estate planning experience do you have? *

Do you have an active Series 7, Series 63, Series 65 or Series 66 license? Please list all that apply: *

How many years of financial planning tools & MS Office experience do you have? *

Do you have a valid financial planning/advisory cert/designation or near completion? *

Do you live within a commutable distance to Jacksonville, FL to work onsite, Monday-Friday? If not are you willing to relocate? *

The salary range is $85,000++ (negotiable based on experience and credentials). What is your desired salary range? *

See all the jobs at #twiceasnice Recruiting here: http://twonice.recruiterbox.com/jobs

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