Financial Solutions Advisor Stage II - Registration Candidate - Seattle South
GhrSeattle · Posted Feb 15
Provides comprehensive financial guidance and customized solutions to clients, including triaging leads, making referrals, meeting with clients to review goals, building financial plans, and recommending brokerage products. Requires completing licenses/trainings and SAFE Act registration.
Details
- Work type
- Onsite
- Compensation
- Paid
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