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Moody Street Group

Wealth Management Associate

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeBoston, MA, USANo salary listedRemote

About the Job

Requirements

  • An undergraduate or graduate degree in business, marketing, finance, accounting, economics, law, or communications.
  • Interest in pursuing a professional sales career in financial services.
  • Motivation and a success-oriented approach.

Responsibilities

  • Market financial-services products and services primarily through introductions.
  • Meet and interact with clients to help them create, accumulate, and conserve wealth.
  • Work with individuals, business owners, professionals, and families to help them attain financial objectives.

About the Company

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Total funding
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