Remote Mutual-Fund Licensed Advisor – Corporate Channel
A financial management company is seeking an Advisor for its Corporate Channel. The role requires mutual fund licensing and 3+ years of client-facing financial planning experience. Responsibilities include creating holistic financial plans, deepening client relationships, and maximizing efficiency using digital tools. The position offers a competitive compensation package, including a salary range of $85,000 to $130,000 and various benefits including health and retirement plans.
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