Financial Solutions Advisor - East Patchogue

Only for registered members East Patchogue, United States

1 month ago

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Job summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Responsibilities

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
  • Recommends banking and investments strategies that align with client financial goals and needs.

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