approach consisting of a client advisor, an investment advisor, and a client account administrator. The Client Advisor/CFP... as Salesforce CRM and eMoney to meet client service requirements Qualifications: CFP® professional designation and bachelor...
Administrator. Investment Advisor Duties: Meets with clients on a regular basis, reviews accounts, investment strategy... Experience with Salesforce and Orion a plus Experience developing new business through referrals and marketing Ability to work...