Registered or Un Registered Sales Associate

4 weeks ago


Palo Alto, United States Thriving Asset Management LLC Full time
Job DescriptionJob Description

In search of a Registered Sales Associate. Experienced with account maintenance and out bound client and prospect contacts.

Duties included Returning Client Phone Calls and Emails.  Filling out New Account Forms and Transfer Paper work.  Setting up EFT instructions and Money Moves.  Booking appointments for existing clients account reviews - as well as booking appointments for prospective new clients.  

Company DescriptionThriving Asset Management is a portfolio management firm and investments company. Offering planning and money management to high net worth clients.Company DescriptionThriving Asset Management is a portfolio management firm and investments company. Offering planning and money management to high net worth clients.

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