Financial Solutions Advisor Registration Candidate - Jeffersonville

Only for registered members Jeffersonville, United States

5 days ago

Default job background
Full time

Job summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

The position may be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements.
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