Financial Advisor
2 weeks ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. They should ideally be promoted into a Vice President role within 24 months of accepting a job offer.
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Bachelor's degree in Finance or related field
Strong communication skills
Entrepreneurial mindest
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Financial Planner
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Financial Advisor
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