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Financial Administrative Assistant Advisor Job Opportunity

POSITION OVERVIEW

Melville, NY. Financial Administrative Assistant Advisor Job Opportunity detailed description – Help running office, includes answering phones, assisting clients with all aspects of their accounts and dealing with fund companies, broker dealer and insurance companies. Provides financial planning, guidance, and implementation, personal tax planning, portfolio management, insurance products, and estate planning including asset protection, asset accumulation and retirement planning [read more].

Read More

Date posted: Wed, 01 May 2019 16:26:56 GMT
Employer: Indeed

LOCATION
Melville, NY (click here for specific address)


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