About this opportunity
Colonial Group lists this Wealth Advisor Associate: Build Client Relationships opportunity in town of new castle, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Janney Wealth Management seeks a proactive individual to develop new client relationships through independent prospecting while managing existing client relationships. You will assist senior Financial Advisors with client management and investment planning, ensuring compliance with firm and regulatory rules during a six-year training pathway.
The role requires industry licenses and strong ethics. The position operates from Pittsburgh, PA, and New Castle, PA offices, offering collaboration with
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.