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Financial Consultant Company Name: Career Development Partners Financial Consultant position with regional bank in Albany, NY. Great for Series 6 license holder looking for growth opportunities. Summary of Responsibilities Interviews and profiles customers/prospects to determine investment/insurance needs. Recommends appropriate products, makes referrals, monitors investment performance. Meets regularly with assigned branches to discuss sales ideas and customer results. Develops and executes individual business. After registering you may be able to apply for this job directly (if still active) on ((None))'s site. Future job matches may be sent from Geebo approved job partners.
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