External Job · via Apply
Financial Planner
mojo-recruitNew York, NY
💰 $55,000 – $95,000/yrFull-time
Quick Summary
Associate financial planner role specializing in serving doctors and their families with comprehensive training and mentorship opportunities.
Skills & Keywords
financial planningclient relationship managementfinancial advicecompliance
Description
- Develop and maintain a strong understanding of doctors careers, specialties and financial opportunities and challenges
- Develop and maintain professional relationships with clients, referral partners and the team
- With support, manage a group of key clients, providing excellent financial advice and relationship management
- Retain and grow your client base
- Ensure compliance with regulations and standards
- Undertake ongoing training, development and mentoring
- Contribute to the team as a positive, reliable and supportive team member
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$55,000 – $95,000/yr
Full-time
New York, NY
Source
Imported from Apply
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