Associate Financial Advisor - Hollidaysburg, PA

Only for registered members Hollidaysburg, PA , United States

2 weeks ago

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Job Summary

The Associate Financial Advisor could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the market.

Responsibilities

  • Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor.
  • Responsible for routine sales duties.

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