Excellent opportunity to join a premiere Wealth Management firm, with growth potential into a Financial Advisor role.
- Initiate and field calls from clients
- Prepare and process all client transactions
- Prepare and participate in client financial planning meetings
- Assist with client onboarding and retention.
- Handle special projects
- BS degree in business, accounting, finance or economics
- Some experience in financial services industry
- Excellent communication, organizational and presentation skills
- Proficiency in Microsoft Office and CRM (Salesforce & Orion preferred)
Educational Requirements: BS
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