Our advisors are making sure that their client's financial plans are successful. When funds get moved, we need help to make sure that our orders are executed.
Our advisors are making sure that their client's financial plans are successful. When funds get moved, we need help to make sure that their orders are executed. The person for this position:
You would be working directly with the advisors to ensure that their plans for their clients are executed. You will also be working directly with the clients giving them updates about their plan.