Responsible for sourcing, on-boarding, training and managing wholesale and retail branches. The majority of the work is conducted away from and outside of corporate offices.
The level of work is considered senior level and staff work under general supervision. This position has no direct reports.
Essential Job Duties:
1. Builds quality customer relationships. Sources and maintains highly active wholesale accounts and retail branch offices within residential geographical area. ...
Investment Analyst
A well established, independent wealth management firm seeks a talented and professional Investment Analyst to join its team. If you are an Investment Analyst who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity!
We are an independent firm specializing in financial planning, investment management and retirement plan consulting. We are energetic, collaborative and client service ...
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