What are the responsibilities and job description for the Financial Advisor Assistant position at Northeast Private Client Group?
Northeast Private Client Group is a boutique financial services advisory firm dedicated to delivering exceptional client experiences. Our core values are built around careful listening and active engagement by a multi-disciplinary team.
As a Client Liaison, you will have the opportunity to work closely with our senior advisors to deliver outstanding results for our clients. The ideal candidate is a self-motivated professional who is comfortable interacting with senior-level clients, highly organized, and capable of multitasking in a fast-paced environment.
About Us:
- We strive to build longstanding relationships by delivering excellence every day.
- Our team is passionate about helping our clients achieve their financial goals.
