Financial Consultant - Buffalo
1 week ago

Job summary
Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing and perspective customers within assigned book, branch(es) and Market.
+Responsibilities
- Maintain customer appointment activity log on a weekly basis to substantiate advisory and referral activity;
- Fulfill established sales goals for assigned Market while meeting individual client needs;
Job description
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