Strategic Financial Advisory Architect

A leading financial services provider in Italy is seeking a financial advisor to assist clients in achieving their financial goals. The successful candidate will have comprehensive responsibilities including triaging client leads, recommending brokerage products, and building financial plans. Candidates should possess Series 7 & 66 licenses, with prior experience in the investments or sales industry. This role operates in a fast-paced environment, fostering client relationships while managing risk and compliance.
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