p>Qualifications: ā¢ Series 7, 66 licenses required ā¢ CFP Preferred ā¢ Bachelor's degree required ā¢ 2+ years of financial services experience or related industry ā¢ Exemplary in communication, presentation, time-management and organizational skills ā¢ Detail oriented with an ability to handle multiple priorities ā¢ Ability to work efficiently under pressure, with a focus on the client experience ā¢ Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions ā¢ Successful completion of background check and pre-employment assessments ā¢ Knowledge of Money Guide Pro preferred but not required. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.