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Financial Advisor Associate

Are you competitive and service oriented? Do you know how to build long-term relationships?
We're looking for a Financial Advisor to:
create and execute business development strategies to attract and acquire new clients
analyze clients' financial needs, goals, sensitivity to risk and investment horizon
evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
partner with other team members to create marketing plans and track prospecting activities

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