Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and and general Compliance Excellent knowledge and experience with a variety of common office software (PowerPoint
Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and and general Compliance Excellent knowledge and experience with a variety of common office software (PowerPoint