Executive Liasion. The role is to support the daily operations of the Financial Advisor and team. The liaison is expected to consult and coordinate with the advisor on all aspects of their activities and responsibilities while being apart of growing the team and business. Critical factors of success in this role include. The liaison is extremely trustworthy as they will handle confidential information. Must contain A “can-do” mindset. The liaison...
Financial Representative. Overview Are you starting to think about a change. Do you feel dissatisfied and unfulfilled with your impact in your current job. Consider becoming a part of a team as a Financial professional where you can help people and businesses reach their financial objectives. You’ll show clients where they are today and help guide their decisions for a better tomorrow while providing the appropriate financial tools and support. W...
