Financial Services Associate

3 weeks ago


Monroeville, Pennsylvania, United States S.W. Coy Financial, Inc. Full time
Job Overview

S.W. Coy Financial, Inc. is a dynamic company seeking a highly organized and motivated Financial Advisor Associate to join our team.

This role plays a vital part in supporting new client onboarding, managing financial documentation, maintaining client relationships, and coordinating client reviews and follow-ups.



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