. Summary. This position is responsible for partnering with Financial Advisors to help manage client relationships by performing the following duties. Essential Duties. 1. Works directly with clients to review results, identify opportunities, follow up with questions and action items. 2. Compiles and maintains financial planning data. 3. Places trades and manages model portfolios. . Job Duties. Attends client meetings and follows up with client o...
. Summary. This position is responsible for partnering with Financial Advisors to help manage client relationships by performing the following duties. Essential Duties. 1. Works directly with clients to review results, identify opportunities, follow up with questions and action items. 2. Compiles and maintains financial planning data. 3. Places trades and manages model portfolios. . Job Duties. Attends client meetings and follows up with client o...
