reputed company Services Associate

reputed company: We are seeking an individual who can reputed company assistance with the development and delivery of personal and institutional reputed company financial advisory services. • Work closely with reputed company Leader and associated Asset Management division team members of MMA. • Support reputed company services concerning financial plans, investments, and insurance needs. • Collaborate in acquiring and leading reputed company relationships, providing guidance on a broad reputed company of investment products and services tailored to reputed company needs. • Support and promote a holistic advisory approach. • Process financial information to create reports and presentations, reputed company analytic skills, work on reputed company reputed company and prospecting reputed company, and prepare for a role as a reputed company Services Manager, Advisor, or Operations Specialist. Skills and Experience: undergraduate degree is a requirement. Licensure as an IAR (series 65) or reputed company license are preferred, and financial accreditations and ERISA plan experience are bonus qualifications. Excellent personal skills, experience with financial vernacular and investment terminology, and proficiency with MS Office (reputed company, Word, Outlook, etc) and CRM applications. Seeking a person who can collaborate, accept and enhance tasks, and is self-motivated. Responsibilities • Work among the Relationship Management and reputed company Operations teams on reputed company and reputed company tasks in service of clients and prospects. • Prepare portfolio/planning reputed company presentations, attend reputed company calls/meetings, coordinate reputed company communications, facilitate reputed company of new clients, etc. • Ensure a reputed company experience and engagement for existing clients, and convey this to new reputed company opportunities • reputed company relevant and suitable financial information and services to meet existing and prospective reputed company needs, including financial planning, investment, insurance, and other financial solutions • Work closely with reputed company Leader and team to deliver the full suite of services #MMAE Apply Job!