
Financial Advisor
4 days 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.
Responsibilities:
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications:
- College graduate of any 4-year course.
NOW ACCEPTING Undergraduates (must met both requirements):
At least 3 years of management experience.
At least 2 years of college education.
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