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Senior Financial Advisor Associate
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- Experience the difference at an independent financial advisory firm.
- Execute trades in client accounts (Series 7 license preferred OR comparable experience at RIA firm)
- Utilize Morningstar to assemble portfolios and perform research
- Prepare Excel reports from LPL Financial client management system to analyze data and create efficiencies
- Perform operational duties such as establishing accounts, paperwork for new and existing clients, account transfers, money requests, ACH set up
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