Financial advisor, registered investment advisor representative
Webster Grovesadecco
...Fidelity, or other major custodians. Additional professional designations (CFA, CIMA, EA, CPWA, etc.). Experience serving retirement-focused clients.Key Competencies: Client-focused mindset with strict fiduciary ethics. Deep client empathy and a service-first mindset. High professionalism and personal integrity. Ability to work [...]
Category Banking, Insurance, Finance & Accountancy
29 days ago in Adecco