Financial Advisor Trainee - Keene
1 month ago
Job summary
The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame.This position involves working as a fiduciary and providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or products.
Job description
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