Financial Solutions Advisor Stage II - Registration Candidate - Portland Metro
GhrPortland · Posted Feb 15
Provides comprehensive financial advice and customized solutions to clients, building financial plans and recommending brokerage products (stocks, bonds, mutual funds, annuities) to help achieve financial goals; responsibilities include triaging client requests, referrals, and coaching partners, with required licenses and SAFE Act registration.
Details
- Work type
- Onsite
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