Financial advisor, registered investment advisor representative
Webster Grovesadecco
...firm policies, and regulatory guidelines. Maintain accurate documentation, meeting notes, and client records within CRM and custodial systems. Hold and maintain active Series 65 licensing (or equivalent).Collaboration & Teamwork Work closely with client service teams to ensure exceptional operational support. Contribute to [...]
Category Banking, Insurance, Finance & Accountancy
27 days ago in Adecco