Consumer Lending Advisor OneMain Financial
Long Beach, CAToday
- $20–$23 Per Hour
130 Raymond James Financial Services
- Brea, CA
- 6 days ago
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Skills
- Customer Relationsunmatched
- Customer Relationship Management (CRM)unmatched
- Financial Servicesunmatched
- Maintain Complianceunmatched
- Series 7unmatched
- Service Deliveryunmatched
- Team Playerunmatched
Description
Blunt Wealth Services is seeking an Associate Wealth Advisor to manage day-to-day client relationships and investment requests. You will work in a collaborative team to ensure compliance with firm policies while delivering personalized service.Requirements include a Bachelor's degree, Series 7 & 66 licenses (or equivalent), and at least 1 year of client relationship experience in financial services. Proficiency with CRM and Excel is expected.#J-18808-Ljbffr
Numbers & Facts
| Location | Brea, CA |
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