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which supports a Financial Advisor (FA) or Financial Advisor Team to further develop and service their client ... 5 years, if currently not a Merrill Lynch Financial Advisor. Currently holds either Series 7 and 66 licenses or...
services industry, or brokerage.Prior experience supporting financial advisors or brokers is preferred. Company ... Information: Convergent Wealth Advisors is a dynamic financial services firm offering specialized investment...
include wirehouses, regional broker/dealers, independent financial planners, registered investment advisors, banks ... DCIO platforms and existing network of retirement-focused financial advisors, RIAs, investment consultants and TPAs.