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Associate Advisor

  • Full Time
  • Anywhere

Raymond James Financial, Inc.

Raymond James Financial, Inc. — Higley, Maricopa County

Essential Duties and Responsibilities Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service. Be the main point of contact for assigned client needs and ensure all client concerns are addressed. Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and go…

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