Associate Financial Advisor
Position Type:
Full-time
Increasing client satisfaction and business results through excellent client service for existing clients;
Completing trades such as buying and selling transactions for investment rebalances;
Carrying out service requests such as creating cash for clients, changing beneficiaries and ownerships, handling some of the client questions and transactions;
Assisting Financial Planners and researching and developing client meeting presentation materials;
Following-up on both individual and firm-generated leads;
Completing internal business tracking logs and verifying transaction accuracy.
Read more: http://cedarrapids.ebayclassifieds.com/accounting-finance/waterloo/associate-financial-advisor/?ad=37265529#ixzz3PxPpxl00Estimated Salary: $20 to $28 per hour based on qualifications.
Full-time
Increasing client satisfaction and business results through excellent client service for existing clients;
Completing trades such as buying and selling transactions for investment rebalances;
Carrying out service requests such as creating cash for clients, changing beneficiaries and ownerships, handling some of the client questions and transactions;
Assisting Financial Planners and researching and developing client meeting presentation materials;
Following-up on both individual and firm-generated leads;
Completing internal business tracking logs and verifying transaction accuracy.
Read more: http://cedarrapids.ebayclassifieds.com/accounting-finance/waterloo/associate-financial-advisor/?ad=37265529#ixzz3PxPpxl00Estimated Salary: $20 to $28 per hour based on qualifications.
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