Assistant Department Manager jobs in Putnam, NY
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WEALTH MANAGEMENT SALES ASSISTANT
Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,while defining the action...
Company | Hudson Valley Credit Union |
---|---|
Address | Poughkeepsie, NY |
Category | Retail |
Job type | Full Time |
Date Posted | a week ago See detail |
Wealth Management Sales Assistant
Hudson Valley Credit Union
Poughkeepsie, NY
Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,while defining the action...
a week ago seen See more...
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