Financial Solutions Advisor
Company Name:
Confidential Company
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Estimated Salary: $20 to $28 per hour based on qualifications.
Confidential Company
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Estimated Salary: $20 to $28 per hour based on qualifications.
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