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Investment Advisor & Relationship Architect

Remote • Posted 3 days ago
Onsite Full Time Finance

MaziCTools is seeking an experienced financial consultant in the United States to use a consultative sales process to provide brokerage and investment management products. You will account for sales of a range of securities products while developing strong relationships with clients.

The ideal candidate will have prior brokerage industry experience and the necessary securities licenses. Your role will also involve educating clients and ensuring a positive customer experience through effective management of sales goals and tasks.

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