
Wealth Relationship Manager — Direct Sales & Advisory
Bajaj Capital, Salem, Virginia, us, 24155
A financial services company in Virginia seeks a Financial Advisor to conduct sales calls and identify clients' needs. You will develop solutions for clients, manage client portfolios, and ensure they meet financial goals. The ideal candidate will have at least 1 year of experience in financial planning or investment advisory and possess good communication skills. Incentives include monthly bonuses, reimbursements, domestic and international trips along with a fast-track appraisal system.
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