Associate Client Advisor
About this role
Job title: Associate Client Advisor
Job Summary
The Associate Client Advisor learns the financial services business, develops sales skills, and is provided with a learning environment to study and pass all required licensing exams. This role is responsible for contacting potential customers and scheduling appointments to discuss financial services. The incumbent is expected to gain a foundational understanding of gathering and analyzing financial information, which includes learning what information is needed when designing future financial goals for potential customers. The incumbent also works in conjunction with an assigned AWM Manager to learn the skills needed to prepare for client meetings.
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