P1 Advisor Non-Exempt
Core
Build a personal book of business and shape clients' financial future by developing ongoing financial planning relationships and accomplishing client goals.
Role type
Non-exempt financial advisor (entry-level)
Builds
Personal book of business and client financial plans
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, data analysis, product expertise, marketing plan execution, operations management
Preferred skills
College degree, verbal communication, written communication, listening skills, accountability
Technologies
Financial planning software, product illustration tools
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