Financial Advisor jobs in Middletown, OH
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FINANCIAL ADVISOR ADMINISTRATIVE ASSISTANT
Schedule review meetings by phone call or electronic communication with clients and prospective clients. Gather meeting preparation items. Complete meeting follow-up items at the direction of the Financial Advisor, including paper...
Company | Waddell & Reed |
---|---|
Address | West Chester, OH |
Category | Accounting/Finance |
Salary | $18 - $22 an hour |
Job type | Part-time | Full-time |
Date Posted | a month ago See detail |
Financial Advisor Administrative Assistant
Waddell & Reed
West Chester, OH
$18 - $22 an hour
Schedule review meetings by phone call or electronic communication with clients and prospective clients. Gather meeting preparation items. Complete meeting follow-up items at the direction of the Financial Advisor, including paper...
a month ago seen See more...
- View all Waddell & Reed jobs - jobs in West Chester, OH
Financial Advisor - Inexperienced or Career Changer
Prudential Advisors
Dayton, OH
From $66,000 a year
Developing relationships with clients (both existing and prospective). Gathering client information and using that information to build robust financial plans. Helping clients prepare for their retirement. Preparing and reviewing...
2 months ago seen See more...
- View all Prudential Advisors jobs - jobs in Dayton, OH