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AMP Financial Advisor (Columbus, GA)
at Raymond James
Mid LevelNo visa sponsorshipOther
Posted a day ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**AMP Financial Advisor (Columbus, GA):** Guide clients (aged 40-80) with $100K+ investable assets. Key responsibilities include financial planning, retirement strategies, and estate planning. Required skills: Series 66 or 7/66, goal-based planning, understanding of various asset classes, CRM proficiency (seeking experience with we Abuja). Five+ years of experience in advisory roles, Proficient in eMoney and MoneyGuidePro.
No additional description provided.
