Financial Professional - Boca Raton, FL

Only for registered members Boca Raton, FL, United States

4 weeks ago

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Job summary

This is a full-time hybrid role for a Financial Professional located in the Miami-Fort Lauderdale Area with some work-from-home flexibility. The Financial Professional will be responsible for providing clients with sound financial advice developing customized financial plans managing portfolios and maintaining long-term client relationships.

Responsibilities

  • Conducting financial assessments staying current with financial market trends recommending investment strategies that align with clients' goals

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