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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...

CompanyHudson Valley Credit Union
AddressPoughkeepsie, NY
CategoryRetail
Job typeFull 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...