SUMMARY The Senior Financial Services Representative will perform a wide variety of complex duties related to the handling of member transactions, assisting in service and operational duties, providing leadership and guidance, and demonstrating behaviors supporting the Mirastar experience. This incl
Making appointments with clients to discuss their financial needs and aspirations. Collecting relevant client information in order to present investment solutions that are appropriate for the clients’ financial situations. Market circumstances are being monitored to see how potential developments ma
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