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Changing Careers - Women's Wealth Management Sales
Boston, MA

Job Description:

Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Analyze investment opportunities and client needs, and recommend appropriate strategies. Math aptitude ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor.

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Changing Careers - Women's Wealth Management Sales


Boston, MA

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