4+ YOEHigh school/GED required; 4+ years customer service and sales experience (financial services preferred); ability to train/mentor; strong compliance and client relationship skills.
Fidelity Investments: Provider of investment, retirement, and financial planning services.
2+ YOEFINRA Series 7 and 66 licenses with state registrations, or ability to obtain Series 66 after hire; 2+ years of financial services experience; strong financial planning and client relationship skills.
Rehmann: Private advisory firm serving businesses and individuals with accounting, tax, consulting, outsourcing, and wealth management services.
8+ YOE8+ years of taxation, accounting, and consulting experience; experience with healthcare organizations; CPA or CHBC (desired); strong client service, communication, and technical tax/accounting acumen; business development experience.