Threadneedle group
Financial Advisor Associate - Launch Your Licensed Career
Threadneedle group, Boca Raton, Florida, us, 33481
A leading financial services firm based in Boca Raton, Florida is seeking a Financial Advisor Assistant. This role requires obtaining licenses such as the FINRA Series 7 and involves assisting seasoned financial advisors in achieving client financial goals. Responsibilities include developing marketing plans, analyzing client data, and fostering ongoing financial planning relationships. The ideal candidate will hold a four-year college degree and possess outstanding communication skills, with a strong desire to succeed in a collaborative environment.
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