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Investment Advisor

1 month ago

Tampa, United States Crescent City Recruitment Group Full time

In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the best service possible.

Build trusting relationships with clients and educate them on portfolio strategy, their investments and important market events.

Proactively connect with clients on a quarterly basis to review their asset allocation and ensure they're on the right track towards their long term financial goals.