Client-Focused Financial Solutions Advisor
Jobtailor
Jobtailor in Cincinnati is seeking a client-focused financial services professional who provides tailored advice and builds lasting relationships with clients to achieve their investment goals. You will triage leads, refer opportunities to partners, meet with clients to review goals, pursue licenses and trainings, and seek new clients with Spanish language proficiency. Applicants should have a bachelor's degree or at least one year in financial services or sales, plus strong time management and #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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