Support Advisor - Path to Lead Wealth Advisor
Artistic Strategies
Artistic Strategies in Indianapolis, IN is seeking a detail-oriented Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and provides a clear path to becoming a Lead Advisor themselves. You will attend client meetings, prepare agendas, gather data, and deliver excellent client service while maintaining CRM records and supporting financial plan preparation. A strong client-service mindset and basic finance knowledge help you excel. #J-18808-Ljbffr Artistic Strategies
Vacancy posted 1 day ago
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