Financial Advisor Trainee - Middle Village

Only for registered members Middle Village, United States

1 month ago

Default job background
+Job summary
The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities,
Responsibilities
  • Meet with prospects and clients to analyze their financial information
  • Recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
+Skills
  • Broad knowledge of financial analysis

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