Job Description & Responsibilities: Establishes joint appointments with Financial Advisors and customers. Works with Financial Advisors on preparing and scheduling meetings. Assists in covering branches that do not have a dedicated Financial Advisor. Responds to customer and Financial Advisors requests. Updates customer information. Completes required and assigned training modules. Becomes familiar and educated with investment products used to meet customers investment needs....
Associate Financial Consultant - RIS
Read More » Posted on Apr 17, 2025