Wealth Management Client Service Associate

March 30, 2023 Mary

Job title: Wealth Management Client Service Associate

Company: Sard Wealth Management Group, LLC

Job description: independently • Excellent organizational, time management, and analytical skills • Ability to think outside the box, prioritize… relationship management (CRM) software such as Redtail, Salesforce, or others • Current or previously held FINRA Series 6, or 7, 63…

Expected salary:

Location: Atlanta, GA

Job date: Fri, 24 Mar 2023 23:28:46 GMT

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