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  • Rochester, New York
  • Direct Hire
Responsibilities The Financial Sales Associate provides ongoing day-to-day support of a Financial Advisor’s book of business. While tasks may vary day to day, responsibilities will include but may not be limited to: Servicing and maintenance of...
  • Rochester, New York
  • Direct Hire
Summary: To manage assigned clients and client-related services as directed by management by performing the following duties. Duties and Responsibilities Financial planning & development of the financial plan. Client Experience-conduct client...