Bellevue | Washington, USA, United States of America
Views:152
Applicants:4
Posted on 16 Jun, 2025
Sorry, this vacancy has been closed and is no longer accepting applications.
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - Finance / Accounts / Tax / Company Secretary / Audit
- Job Role - Financial Planning / Budgeting - Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
- Open To Hire - Other Industry
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Prepare client meeting materials and reports
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Manage follow-ups: update CRM, assign tasks, coordinate with professionals
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Monitor mailbox; ensure timely client updates
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Input data, assist in financial strategy development
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Research investments per Lead Advisor guidance
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Salary: $65K/yr - $75K/yr
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B.A./B.S. preferred; FINRA Series 7& 66
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Sorry, this vacancy has been closed and is no longer accepting applications.
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