Financial Advisor
John Ingraham, LLC an E.A. Buck company · Greater Colorado Springs Area · 3 mo ago
FinanceFull-time
Responsibilities
- Experience providing comprehensive planning
- Maximize and close E.A. Buck provided leads
- Pioneered track record implementing multiple product solutions
- Develop, manage, and retain strong client relationships
- Maintain federal and state licensing requirements
Qualifications
- Established client base
- Recognizes capacity issues hindering growth
- Willingness to transition and grow book of business with E.A. Buck
- Strong client relationship management skills
- Federal and state licensing