Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
Responsible for providing continuous tools and education to team members to ensure up to date industry, competitor, and product knowledge. Maintains knowledge of the industry and the competition by continually...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money...
Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions. Understands Key customer business requirements and has the ability to position, demonstrate and...
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...