Bachelors degree or foreign equivalent in Business Administration or related field and five 5 years of experience in the job offered or as a Financial or Wealth Management Advisor, Investment Advisor, or related occupation. Employer will alternately accept a Masters degree or foreign equivalent in Business Administration or related field and three 3 years of related experience. Position requires experience with the following Investment Analysis Client Acquisition; FINRA Licenses 7 and 66; Portfolio Management Program; Spanish Fluency required.
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