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Wealth & Asset Management Consultant (Remote in US)
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Full-time
Remote
- Requirements: 7+ year(s) of Wealth & Asset Management consulting experience.
- Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports.
- Education: HS Diploma (Required) / Bachelor's degree (Preferred) / License (Required) / Certification (Preferred)
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