Client-Centered Financial Advisor - Manage Existing Clients
Croak Capital
A Toledo wealth management firm is seeking an Associate Financial Advisor to manage established client relationships without sales quotas. The successful candidate will be responsible for creating financial plans, delivering client-focused recommendations, and proactive communication. Candidates should have at least 3 years of financial services experience, strong communication skills, and relevant licenses. This full-time role offers a competitive salary, performance bonuses, and growth opportunities in advisory roles. #J-18808-Ljbffr Croak Capital
Vacancy posted 5 days ago
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