Financial Advisor - Morristown

Only for registered members Morristown, United States

1 month ago

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Job summary

The Client Advisor serves as a primary relationship manager, taking full ownership of client engagement and delivering comprehensive, high-quality financial planning.

Responsibilities

  • Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.
  • Ensure consistent communication and high-touch service to foster long-term engagement.

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