14360850
Located in Princess Anne, MD
Pay: 35,000-50,000k
Job Full Description
Our client is seeking a Financial Advisor.
This person would obtain new clients and become the advisor on some of the existing clients. They would have to be detail oriented and a self starter. B.S. in Finance preferable but not required.
Duties include:
- Provide support for new accounts by gathering data, preparing meeting materials, managing meeting notes and action items, and completing applications.
- Participate in client meetings and prepare detailed notes outlining facts, goals, items discussed, action items and implementation. Enter notes in Client Relation Manager (CRM) database and send notes to client to summarize meeting.
- Communicates with new client during account implementation regarding account set up missing information, transfer of assets and approval.
- Participate in client meetings and provide support for client reviews by gathering data, preparing meeting materials, and managing meeting notes and action items.
- Prepare detailed notes outlining facts, goals, items discussed and action items. Enter notes in Client Relation Manager (CRM) database and send notes to client to summarize meeting.
- Prepare updates, quarterly investment reviews and annual reviews by summarizing investment performance, account values and benchmark comparisons.
- Maintain orderly electronic files and information, following industry
- Manage and maintain CRM database.
Salary Range: 35-50k.
Interested? Give us a call TODAY -(410) 860-8888!
We also accept applications in the office or online at www.ExpressPros.com. Resumes are okay too! You can email one to SalisburyMD@ExpressPros.com.
Not looking, but know someone who is? We offer referral bonuses! Help your friends and family while you also help yourself!
Easton, MD
2400
29466 Pintail Drive
Unit 1
Easton, MD 21601
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