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Wealth Management Associate
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- Advanced Personnel Resources is seeking an experienced Wealth Management Associate for a new opportunity with our client, a well-established financial advisory firm located in the Triad area.
- The Wealth Management Associate must have a financial services background and the ability to ensure smooth day-to-day operations of the firm while providing superior customer service to existing clients and prospects.
- Assist in preparation of financial plans by using eMoney financial planning software
- FINRA Series 6 Certified
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, etc.)
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