Investment & Financial Planning Advisor
Job in
Williamsburg, James City County, Virginia, 23187, USA
Listed on 2026-09-05
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Jobtailor in the United States is seeking a financial services professional who holds Series 7 and 66 licenses (or equivalents) to advise clients, triage leads, and refer to partners. You will meet with clients to review goals and build comprehensive plans using brokerage products—stocks, bonds, mutual funds, annuities, and banking solutions—while aligning strategies to risk and objectives.
The role requires at least one year in investments or financial services, with a sales background and a
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