Assist seasoned financial advisors in building a personal book of business, developing client relationships, and achieving financial goals while obtaining necessary licenses.

The Sales Specialist will work with financial advisors to drive ETF sales, deliver product knowledge, and deepen relationships with clients through effective consultative selling. Travel is required 10-20% of the time.

As a Financial Advisor, you will help clients shape their financial futures, conduct meetings, build relationships, and generate business through referrals and marketing strategies.