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Financial Solutions Advisor
2 months ago
Job Overview:
B.O.S.S. Retirement Solutions and Advisors is actively seeking a dedicated Investment Advisor Representative to join our dynamic team. This role offers the unique opportunity to engage directly with potential clients generated from seminars and referrals, as well as existing clientele.
All interested candidates are encouraged to thoroughly review the following information regarding this position.
Key Responsibilities:
- No marketing or prospecting is required.
Ideal Candidate Profile:
The successful candidate will possess a strong aptitude for relationship building and a commitment to delivering exceptional client service. The focus will always be on prioritizing the needs of the clients.