Financial Advisor

Financial Advisor – Associate§         Assist Investment Advisor in the communications and follow up with select clients.  Develop relationships with clients that will increase the number of referrals and assets under management.  While this position has client contact, it does not act as primary relationship manager. Duties Responsibilities:§         Meet with clients separately from and in conjunction with Investment Advisor.§         Gather client data and financial goals; update financial plans.§         Research investment products for Investment Advisor.§         Read more […]

October 29, 2011 • Tags: , , • Posted in: General • Comments Off on Financial Advisor