Vice President
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Responsibilities Handle inbound requests from advisors and clients, providing case management Manage new business calls and review paperwork, addressing non‑suitability issues Assist with account setup, maintenance, and transfers Provide information about products, investment options, account setup, taxation, regulatory/compliance questions, and general account information Requirements Typically requires 4+ years of relevant experience FINRA registrations and Life Health Insurance license may apply to some levels #J-18808-Ljbffr
Vacancy posted 2 days ago
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