Senior Retirement Planner/Senior Financial Advisor
Oct 4Cincinnati, US · Onsite · Full-time
Golden Reserve is looking for an experienced financial sales professional.
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Golden Reserve is looking for an experienced financial sales professional.
As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance.
Support Advisory Responsibilities • Support advisor annual and periodic client reviews, including preparation, client-facing meetings, and follow-through execution.
Convey complex financial planning concepts with MoneyGuidePro. Conduct client investment reviews with Morningstar Office. Trade firm positions in stocks, bonds, mutual funds and ETFs through the Tamarac trading platform.
Adherence to the core process, while providing proactive and reactive service within the Credent Experience for client care.
Free covers 10 applications a month. No card.