
Senior Portfolio Advisor
1 day ago
About the Role
The Senior Investment Advisor will be responsible for providing expert advice on investment strategies, analyzing financial data, and developing and implementing financial plans for clients.
Key Performance Indicators
- Successfully develop and implement financial plans for clients
- Meet or exceed targets for client acquisition and retention
- Maintain strong relationships with clients and stakeholders
What You'll Gain
You'll gain a wealth of experience working with a dynamic team, access to ongoing training and development opportunities, and a competitive compensation package.
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