Appointment Setter
This role is responsible for driving client outreach for a Financial Services Firm. You will handle appointment scheduling, ensuring smooth coordination between prospective clients and financial advisors. This position involves extensive phone-based communication, organizational efficiency, and attention to detail. Requirements:
Read MoreFinancial Advisor
A successful and rapidly-growing RIA firm is seeking to add one financial advisor to their office in the Woodland Hills, CA area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting. Job Description and Requirements
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