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Job description
Principal Financial Group in Melville, NY is seeking a New Business Consultant to partner with financial professionals and onboard new client accounts. You will manage account openings, asset movement requests with broker-dealers, and serve as the contact between financial professionals, product partners, and custodians.
The role involves training financial professionals, onboarding new clients, using Salesforce and other CRM tools, and ensuring timely completion of new business tasks while
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Worksite address
melville, NY, 11775, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.