Investment Associate (FP) Job in Portland, Oregon US
Investment Associate (FP)Description This is a salaried position which supports a Financial Advisor (FA) or Financial Advisor Team to further develop and service their client base by providing sales and marketing support in a consulting role. Specific Accountabilities include: Develop and service certain or pre-identified client segments of an FA or FA Team client base (such as, related accounts, accounts with smaller asset bases, emerging investor accounts, etc ). For example, accounts with assets less than $250,000 may be the principal responsibility of the Investment Associate. Profile, qualify, Read more […]
September 24, 2009
• Tags: Investment Associate (FP) Job in Portland, Oregon Us • Posted in: General • Comments Off on Investment Associate (FP) Job in Portland, Oregon US