Pcg Financial Consultant Job in Waukesha, Wisconsin US

Pcg Financial ConsultantWorks with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate clients financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients. May be delegated selected responsibilities by the Financial Advisor. Read more […]

October 1, 2008 • Tags: , • Posted in: General • Comments Off on Pcg Financial Consultant Job in Waukesha, Wisconsin US