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PortfolioCounselor
Overview
Our client is seeking a passionate financial professionalwith a background in Investments to join their team in their Portland, OR; Dallas,TX; or Tampa, FL office. We are searching for a self-starter with provensuccess in a financial sales role to communicate effectively and connect withclients to deliver elite service and exceed expectations. The ideal candidatewill have the drive to succeed in a fast-paced environment and is willing andable to contribute to an elite team working with high-net-worth clients withinthe firm. Most importantly, you will educate assigned clients on our client’sinvestment philosophy to provide a fundamental understanding of the firm’sinvestment strategy and ensure client retention.
Duties and Responsibilities
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
Full Time
Skilled Nursing Services & Residential Care
$90k-124k (estimate)
03/09/2024
05/08/2024
cniconsulting.com
Cleburne, TX
<25
Skilled Nursing Services & Residential Care