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Client Engagement Appointment Specialist

Wealth Management, LLC, Cranberry Township, PA, United States


A financial advisory firm in Cranberry Township, PA is seeking an Appointment Coordinator to engage potential clients and schedule appointments. The ideal candidate should be an excellent communicator with strong interpersonal skills and a positive attitude. Responsibilities include managing the Advisor's calendar, maintaining relationships with leads, and using tools like Salesforce to track progress. This role offers a base salary of $40k-$50k/year, with uncapped commission and benefits including health and life insurance. #J-18808-Ljbffr