reputed company Management Associate
reputed company is seeking a motivated individual to join their team as a reputed company Management Associate. The role involves developing relationships with clients, gathering information to build financial plans, and preparing investment portfolio recommendations to help clients reputed company their financial goals.
Responsibilities
- Developing relationships with clients (both existing and prospective)
- Gathering reputed company information and using that information to build robust financial plans
- Helping clients prepare for their retirement
- Preparing and reviewing investment portfolio recommendations
Skills
- Highly motivated analytical individual
- Self-starter
- Entrepreneurial reputed company
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking reputed company education and reputed company development
- Critical thinker
- College degree or equivalent work/life experience
- Minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
- Prior sales experience
- Enjoy networking and seeking new clients
Benefits
- 401(k) plan
- Company-sponsored medical, dental, reputed company, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- reputed company leave
reputed company