Wealth Enhancement Group

Associate Financial Advisor

Wealth Enhancement Group(3 days ago)

Bowling Green, KYOnsiteFull TimeJunior$70,000 - $127,000Finance/Wealth Management
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About this role

Wealth Enhancement is seeking an Associate Financial Advisor to join their team in Bowling Green, KY. The role involves working with an advisory team to help clients achieve their financial goals through personalized service, financial planning, and investment analysis.

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Required Skills

  • Financial Planning
  • Investment Analysis
  • Client Management
  • CRM
  • Trade Placement
  • Financial Advice
  • Financial Data Analysis
  • Customer Service
  • Financial Products
  • Regulatory Compliance

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