Junior Financial Advisor
KBW Financial Staffing & Recruiting · Bedford, NH · 1 wk ago
Finance$150/hrFull-time
Job Description/Responsibilities
- Client account administration
- Portfolio operations
- Financial planning support
- Affiliate with Tax & Estate planning
- Affiliate with real estate transactions
- Research and analysis
- Meeting preparation and follow up
- Bachelor's Degree
- Series 7, 63 or 65, or in process of getting them