* Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection...
* Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection...
* Prepare and present tailored financial plans
* Assist the lead Advisors with meeting individual and team goals
* Offer financial planning expertise...
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Lead and stabilize a lean in-house legal department
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Manage and negotiate a wide range of commercial contracts (sales, rentals, vendor agreements)...
* Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection...
* Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection...