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Financial Advisor
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Full-time
- Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
- Responsible for building a referral network within the Bank in order to promote and sell brokerage and insurance products.
- Attends partner meetings to promote teamwork and understanding of brokerage products.
- Assists Sales Assistant Manager in the evaluation of their assigned sales assistant.
- Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses.
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