Associate Financial Advisor - Slater, IA

Only for registered members Slater, IA, United States

1 month ago

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Job summary

The Associate Financial Advisor is a full-time position within a private wealth management team providing exposure to financial planning and client relationship management.

Responsibilities

  • Participate in client meetings (in-person, virtual, and via email)
  • Maintain workflow and data integrity within the CRM system

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