Financial Advisor - Altamonte Springs
3 weeks ago

Job summary
We are a premier wealth management company seeking a motivated and licensed Associate Advisor to join our team.This role offers an opportunity to work closely with senior advisors, gain hands-on experience in financial planning, and build strong client relationships.
Responsibilities
- Input data into planning software and assist with portfolio review meeting preparation.
- Gather product information and support primary advisor in meeting preparation.
- Attend select client meetings as a secondary advisor to take notes, complete dictations, and manage action items.
Job description
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