3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization. FINRA Series 6/7 and 63/66 preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership ability to mentor and build advisor teams.
Dakota Wesleyan University: A private university offering undergraduate and graduate degree programs.
5+ YOEBachelor’s degree required; 5+ years of progressively responsible finance, banking, or related experience; university financial aid, Title IV regulations, compliance, supervision, and analytical skills required.