Investment & Financial Planning Advisor

A leading American financial institution is seeking a Financial Solutions Advisor for its Cabin John Financial Center in Potomac, Maryland. This full-time role involves providing customized advice and solutions to help clients achieve their financial goals. The ideal candidate will hold Series 7 and 66 licenses, have experience in the investments industry, and possess strong communication skills. Responsibilities include building client relationships, advising on investment strategies, and triaging client requests.

A high school diploma or equivalent is required, along with a commitment to maintaining professional licenses.
#J-18808-Ljbffr