Salary
$95K/an
Category
Retail & Restaurant Services
Description du poste
About the Role Take charge of your career path with complete daily autonomy. We are seeking goal-oriented individuals to guide clients toward financial security through customized planning solutions. Benefit from an established brand, top-tier tools, and collaborative team support. Key Responsibilities Reach out to prospective clients via social channels, phone, and networking. Conduct virtual assessment meetings to uncover financial vulnerabilities. Present customized, value-driven strategy re…
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