Lead Advisor - Monterey

Only for registered members Monterey, United States

1 day ago

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$90,000 - $170,000 (USD) per year *
* This salary range is an estimation made by beBee
The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. · Primary Duties: · Conducts all on-going client meetings once prospect transitions to a client. ...
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