JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR SCOTTSDALE ARIZONA LOCATION OBJECTIVE... OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus...
JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR SCOTTSDALE ARIZONA LOCATION OBJECTIVE... OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus...
together for client communications when the full relationship exists. Breaks down strategic problems, and analyses data... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client...
expectations with tax planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice... Position Schedule Full-Time Company Description Join a financial services firm where your contributions are valued...