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Reposted 3 Days Ago
Remote
14 Locations
Senior level
Senior level
Fintech • Financial Services
The Senior Financial Advisor will grow a client base using advanced technology and financial knowledge, while providing wealth management. Responsibilities include sourcing prospects, managing client relationships, and consulting on financial strategies.
Top Skills: Investment Products And ServicesProprietary Data-Driven Prospecting Tools
3 Days Ago
Remote
USA
Senior level
Senior level
Fintech • Financial Services
The Senior Financial Advisor will build client relationships, utilize modern prospecting tools, and consult on wealth management strategies, impacting the company's growth.
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