Service Advisor - Rockville, MD, USA
1 day ago

Job summary
The Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor. This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations,- Prepares and updates financial plans
- Works with clients to obtain information and prepare risk profiles
- Coodinates the transfer of client assets to the firm during new client onboarding
Job description
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