Plan2Thrive Financial
Hybrid Associate Advisor - Financial Planning
Plan2Thrive Financial, Eldridge, Iowa, United States, 52748
A financial advisory firm based in Eldridge, IA seeks an Entry-level Financial Advisor to support client relationship management and assist in financial planning. The role offers a hybrid work arrangement and involves research, preparing financial reports, and developing investment strategies while ensuring compliance with regulatory guidelines. Candidates should possess strong analytical skills, a relevant bachelor’s degree, and preferably hold FINRA Series 7 or Series 66 licenses, or be willing to obtain them.
#J-18808-Ljbffr