Fmr
Greenwood Village, Colorado
Planning and Advice Associate - Greenwood Village, CO
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Apply to Planning and Advice Associate - Greenwood Village, CO at FmrJob details
- Location
- Greenwood Village, Colorado
- Work type
- Hybrid
- Compensation
- $47,500 - $50,000/yr
- Posted
- 1 week ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
Provide consultative planning and advice via inbound/outbound calls, guide clients using planning tools, complete FINRA SIE/Series 7/Series 66 upon hire; strong communication and client relationship skills.
What you'll do at Fmr:
- guiding clients
- handling calls
- setting appointments
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