REQUIRED QUALIFICATIONS:

• Bachelor’s degree
• Bilingual (English & Spanish)
• Prior experience supporting international clients
• Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire
• Active FINRA Series 66 license (May be obtained within the first 120 days)
• Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
• Five or more years in the financial services industry working directly with clients

PREFERRED QUALIFICATIONS:

• CFP or CFA
• Fluency in Portuguese in reading, writing and speaking is preferred
• FINRA Series 9 & 10 licenses preferred
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail