Job Description & How to Apply Below
A leading financial institution in Reading seeks a professional for a client-facing role focused on financial planning and advisory services. The role involves triaging client leads, recommending investment strategies, and ensuring compliance with regulatory standards. With strong communication skills and a goal-oriented mindset, you will help clients achieve their financial objectives. Preferred applicants should hold Series 7 & 66 licenses and have relevant experience in the financial services industry.
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