What are the responsibilities and job description for the Capital Management Professional position at Advance Capital Management, Inc.?
In this role, you will have the opportunity to make a meaningful impact on the lives of our clients by providing expert guidance and support in achieving their financial goals. As a Capital Management Professional, you will be responsible for delivering exceptional client service, developing and maintaining strong relationships, and staying up-to-date with industry developments.
Key Responsibilities:
- Deliver exceptional client service and support
- Develop and maintain strong relationships with clients
- Stay current with industry developments and best practices
Requirements:
- Bachelor's degree in Finance, Economics, or a related field
- Series 65 license
- Strong communication and interpersonal skills
