Financial Advisor
Muriel Consulting
The ideal candidate will be proud to serve as a true fiduciary to the firms clients. They should be comfortable building trust and delivering thoughtful financial planning in a supportive, professional growth environment. Responsibilities Immediately serve an existing client base. Build long-lasting relationships and deliver solid financial planning advice. Use CRM and planning to coordinate client service. Work within an established, supporting team achieve goals. Requirements Active Series 7, 65 and/or 66 3+ years' of industry experience Strong knowledge of CRM tools, MoneyGuide Pro and Advisor Engine #J-18808-Ljbffr Muriel Consulting
Vacancy posted 1 day ago
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