Priority Financial Group is seeking a high quality, driven, and energetic. Financial Advisor. to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships. by. providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services. . . Summary of Responsibilities. . . . Leverage fee. . based financial planning tools to he. lp cl...
Please apply only if you have investment industry experience. The Senior Client Service Associate works on the Advisor Support team providing support and assistance to financial advisors. This job is a mixture of client service and operations, and involves working with internal team members, a select group of financial advisors and their staff to provide excellent service to advisors and their clients. Examples of day-to-day responsibilities incl...
