Financial advisor, registered investment advisor representative
Webster Grovesadecco
...standards. Participate in firm marketing initiatives, educational events, and thought leadership efforts.Compliance & Fiduciary Standards Operate with strict adherence to fiduciary duty, firm policies, and regulatory guidelines. Maintain accurate documentation, meeting notes, and client records within CRM and custodial systems. [...]
Category Banking, Insurance, Finance & Accountancy
30+ days ago in Adecco