Support financial advisors in delivering comprehensive wealth management services to clients.
岗位职责
At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance m…
申请条件
Currently pursuing a Bachelor's degree in Finance, Economics, Business, or a related field.
Strong interest in wealth management and financial planning.
Excellent analytical and research skills.
Effective communication and interpersonal abilities.
雇主简介
Keating and Associates is a professional services firm that values diversity and teamwork to serve its clients.