About Me
Financial Advisory Associate focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their personal and family goals. Working with individuals and families to understand their financial situation, as well as help achieve their short and long-term goals. Customizes strategies around the client's needs and priorities. Achievement-driven, enthusiastic, team player looking to obtain a position within your company to utilize my quantitative and qualitative data-reporting skills to enhance the quality of service your company provides.
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$12/hr
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