Financial Solutions Advisor - Chamblee, GA

Only for registered members Chamblee, GA , United States

2 days ago

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Job summary

This job is responsible for providing 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, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs

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