Stage Client Relations Specialist/Marketing Coordinator Californie

– Observing a financial planning practices in action
– Handling client documents
– Calling clients for meetings
– Attending client meetings
– Inputting and reviewing accounts
– Attending Advisor training
– Assisting with social media marketing (LinkedIn, Facebook, Twitter)
– Researching/attending marketing & networking events
– Designing marketing materials

Description de la société

Our company was formed in 1989 through the merger of two small brokerage firms. They are the nation’s leading independent broker-dealer. They offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 15,000 financial advisors and approximately 700 financial institutions.


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