Financial Solutions Advisor Registration Candidate-Constant Friendship Financial Center - Abingdon
2 days ago

Job summary
This job provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products,
- Recommends banking and investments strategies that align with client financial goals and needs,
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
Job description
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