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Financial Advisor
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- This entails frequent communication with clients and teammates, both verbally and in writing
- Developing new client relationships through contacts and networking
- Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade
- Servicing and advising clients relative to their wealth management, investment, and financial planning needs
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
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