What the posting requires
- Required
- Presentation skills
- Travel
- Advanced planning
- Estate planning
- Business succession
- Charitable giving
- Retirement income strategies
- FINRA license
- FINRA Associated Person
- Verbal communication
- Preferred
- Estate law
- Tax law
- Juris Doctor
- JD
- Life insurance
- Sales support
These tags are our reading of the posting. They can miss something; the original posting is the reference.