Fmr
Santa Barbara, California
Financial Consultant - Santa Barbara, CA
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Apply to Financial Consultant - Santa Barbara, CA at FmrJob details
- Location
- Santa Barbara, California
- Work type
- Onsite
- Compensation
- $60,000 - $75,000/yr
- Posted
- 6 days ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 and 66 required (or ability to acquire Series 66 upon hire); proven success building client relationships and presenting complex investment solutions; CFP or degree helpful; strong communication and sales skills.
What you'll do at Fmr:
- engaging clients
- creating plans
- recommending solutions
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