Financial Advisor - Annapolis

Only for registered members Annapolis, United States

1 month ago

Default job background
$50,000 - $100,000 (USD)

Job summary

The Financial Advisor works in concert with the retail branch banking system to provide comprehensive investment and insurance solutions.

Responsibilities

  • Interface with/train branch employees to develop a referral pipeline of qualified prospects.
  • Meet with referred customers in bank setting or customers' homes or offices as requested.

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