Threadneedle group
Aspiring Financial Advisor Associate — Build Your Practice
Threadneedle group, Florida, New York, United States
A diversified financial services leader seeks an experienced financial advisor to engage clients and provide tailored financial advice. Responsibilities include attending training, generating client prospects through local events and referrals, and scheduling planning meetings. Required qualifications include 3+ years of experience, strong relationship-building skills, and the ability to obtain necessary licenses. Join a team focused on client success and impactful financial solutions.
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