CATEGORY: Other Sales JOBS

Client Management Representative Greenwood Village, CO

Specialty: Other Sales
Your knowledge and expertise of managed portfolio products helps you gain trust with our clients The Expertise We’re Looking For Series 7 (required) Series 66 within 30 days of hire Minimum of 3 years of previous financial services experience CFP Preferred The Purpose of Your Role The role of Client Management Representative is to act as a product expert on Strategic Advisors, Inc. (SAI) portfo
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