We are seeking a Financial Advisor to join our team and grow in a supportive, well-established practice. Park Place Financial Advisors is a full-service investment management and financial planning firm operating as the Wealth Management Division of a community bank. We work to provide unbiased wealth management and financial planning services to a broad spectrum of clients. Responsibilities and Duties Provides analysis of client portfolios including preparation of reports and presentation to clients. Facilitates on-going client/prospect meetings, including financial plan and investment reviews Prepare and present financial plans to clients Meet all regulatory and broker/dealer obligations Participate
This job listing is no longer active.
Check the left side of the screen for similar opportunities.