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Consultative Financial Sales - Women & Diverse Markets
Syracuse, NY

Job Description:

Math aptitude ability to acquire Series 7 and 66 registration, and additional licensing . Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Market and sell appropriate investment products, financial and wealth management services/products to clients. Analyze investment opportunities and client needs, and recommend appropriate strategies

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Consultative Financial Sales - Women & Diverse Markets


Syracuse, NY

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