CAREER EVENT- Financial Advisor Trainee Job in Rehoboth Beach, Delaware US

CAREER EVENT- Financial Advisor TraineeDescription CAREER EVENT- Financial Advisor Trainee- Rehoboth Beach, DE 04/17/12 The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations Read more […]

August 9, 2008 • Tags: , • Posted in: General • Comments Off on CAREER EVENT- Financial Advisor Trainee Job in Rehoboth Beach, Delaware US