Personalized Financial Solutions Expert
19 hours ago
Compensation Package
The estimated annual salary for this position is $80,000-$110,000, depending on experience and qualifications.
This comprehensive benefits package includes medical, 401k, and pension coverage.
As a valued member of our team, you will have access to ongoing professional development opportunities and training to enhance your skills and knowledge.
Responsibilities:
- Support financial professionals in cultivating client relationships
- Aid in marketing strategies for new client acquisitions
- Commitment to personal and professional development
- Provide financial planning support to clients
Desired Qualities:
- Strong track record of achievements
- Excellent interpersonal skills
- Entrepreneurial Spirit
- Customer Focused
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