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Financial Professional

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The role

Build and nurture client relationships through networking and portfolio management.
Develop personalized financial strategies by assessing clients' objectives and risk tolerance.
Discuss and tailor financial products and services to fit clients' unique situations.
Work in-office with a supportive environment that emphasizes mentorship and leadership development.
Training includes FINRA sponsorship, a 120-day Preliminary Employment Period, and access to a virtual university.
Competitive compensation with stable pay during ramp, plus commissions, bonuses, and benefits while pursuing CFP or ChFC credentials.

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