Ideal Candidate:
5 years experience in the financial industry helping to manage client relationships.
Book of business not a requirement
Knowledge of and interest in financial markets
Strong communication and people skills
Strong organizational skills
Passionate about helping others
The Job:
Management of client relationships
Show proficiency in introducing new relationships to the firm
Active participant in strategy discussions
Team Player
Learning and using various software platforms to run analyses and support the advisory relationship with the firms clients
Assist in performing administrative duties
Thanks
Vizonere LLC
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