* Administrative support for Financial Advisors and clients
* Coordinate and prepare for client review meetings
* Interact with clients in person and via phone/email
* Assist in maintaining a compliant firm
* Other projects and ...
Financial Advisor Assistant/Tech support
The Financial Advisor Assistant (FAA) will provide support to two advisors in the areas of administration and client service. They will work closely with our advisors and other team members to provide quality client service. The FAA ...
Sep 10 -
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