Associate Financial Advisor - Waupaca
2 weeks ago
Job summary
We're all about making a difference in the lives of our clients and people.Our licensed branch associates are highly visible members of the client team working under the leadership of a financial advisor.
You thrive in an inclusive team environment, have a people-serving mindset and are passionate about making an impact to change lives,Responsibilities
- Gather information to deeply understand clients' needs, priorities and concerns to accelerate trust and create a personalized strategy.
- Meet with clients regularly to track progress toward goals and adjust their strategy as needed.
- Cultivate relationships with organizations and businesses to maintain presence in the community.
Job description
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