Investment Advisor Representative

4 weeks ago


Fort Lauderdale, United States Magnolia Financial Planning Services, Inc Full time
Job DescriptionJob Description

Investment Advisor Representative (IAR)

The Investment Advisor Representative (IAR) will be responsible to soliciting financial planning clients, completing their financial data form, presenting their comprehensive financial plan, answering clients' questions, and conducting their annual financial plan updates.

Comp is based on assets under management.


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