Regional Associate recruitment

This role involves making daily proactive outbound telephone calls to advisors in an assigned territory to compliment the Regional Manager’s field coverage.Someone successful in this role will:• Work on a team to develop new assets and maintain positive relationships with financial advisors and clients.• Profile financial advisors and match up an appropriate investment product based on established needs.• Collaborate with sales and marketing to support new products and client retention strategies.• Educate financial advisors to educate our clients about the firm’s investment philosophy, Read more […]

January 17, 2012 • Tags: , • Posted in: Financial • Comments Off on Regional Associate recruitment