Located within a bank or credit union branch, financial advisors are responsible for providing financial planning, financial advice, and investment management to serve the needs of the institution's consumer and business customers. They assess the customer's investment portfolio and financial objectives, and provide guidance to the customer on working toward those objectives. Please note: Applicants must hold a current FINRA Series 7 license, as well as the 63 and 65 or 66, in order to be considered.

Associate investment consultants work collaboratively with financial professionals to proactively grow and service an existing client base, along with developing new clients, within the investment program. If you’re interested in a financial services career, yet have limited experience, starting as an associate investment consultant might be a great option to consider. Please note: Applicants must hold current FINRA Series 6 or 7 and 63 licenses in order to be considered.