Wealth Advisor: Build Plans, Grow Clients, Premium Service
TD Bank ATM
Une banque bien connue aux États-Unis recherche un(e) Conseiller(ère) Wealth pour gérer les relations avec les clients et offrir des solutions de gestion de patrimoine. Le candidat idéal doit avoir un diplôme de licence, ainsi qu'une expérience dans la vente d'investissements et la planification financière. Le rôle implique de fournir un service client exceptionnel et de réaliser des réunions de revue avec les clients. Ce poste nécessite également des certifications SIE, Série 7 et Série 63. #J-18808-Ljbffr TD Bank
Vacancy posted 2 days ago
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