in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment... of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full...
one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety... to FA(s), as requested. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager...