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Senior Mass Affluent Relationship Leader

Hispanic Alliance for Career Enhancement, Mooresville, IN, United States


A financial services institution located in Mooresville, Indiana seeks a Client Advisor to manage a portfolio of mass affluent clients. Responsibilities include developing client relationships through consultative sales, providing financial solutions, and educating clients on digital banking options. Required qualifications include 4-6 years of relevant experience and various financial licenses, with a salary range of $51,800 to $95,900. The role provides a range of benefits and complies with equal employment opportunity standards. #J-18808-Ljbffr