... and building strong relationships with financial advisors. Providing clear and accessible ... guidance to employees and financial advisors on compliance matters. ... and provide monitoring feedback to financial advisors.;Conduct branch monitoring; ...
a month ago
... People:Build meaningful relationships with wealth advisors to ensure practice growth ... and feedback;Recruit Value Add Financial Advisors within the designated ... operations, and profitability;Liaise with financial advisers and address any sales / product ...
a month ago
... to contribute to a high-growth wealth business.Requirements for the position ... sole proprietor, company, wealth and trust annual financials.Methodical, detailed and efficient ...
a month ago