Associate Advisor
Raymond James Financial, Inc.
Lexington, Fayette County$51,691 - $51,691 est.Full-timePosted 8h ago
Essential Duties and Responsibilities Manage and deepen client relationships with effective communication and personalized attention in every interaction Support the firm's growth Enter trades, orders, and rebalances as requested Schedule, attend, and facilitate client meetings Manage referrals effectively Prepare financial reports, spreadsheets, and other materials for client meetings Create and maintain records and files utilizing Client Relationship Management (CRM) software Particip…
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