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Financial Advisor: Davis-Burns Group

Company NameDavis-Burns Group
Job CategoryAccounting/Finance
LocationAlpharetta, GA
Position TypeFull-Time, Employee
Experience1-2 Years Experience
Desired Education LevelAssociates
Date PostedOctober 29, 2009
Davis-Burns Group
View Davis-Burns Group profile and job listings

A financial and lifestyle management company is looking for a Financial Advisor who can help clients find a place where they can feel comfortable with professionals who are just like them, who understand they are looking for a professional who provides high tech and high touch with an unbiased approach to helping them manage their day to day financial lives as well as help build books.

Must Have Series 7 & 66 License, Life Insured, & CFP (Certified Financial Planner)

Responsiblities will be to aquire new clients, prepare financial analyses for individuals and small business, planning selection, client website page management, wealth & risk management services.




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