In this role, you will be responsible for ownership of responding to and managing the various requests for professional services to customize and/or configure our clients Microsoft Dynamics CRM systems.
The Financial Consultant is a key member of the investor center team. Your primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts.
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$50K to $83K -Louisville, KY
In this role, the selected candidate will create initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.