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Portfolio Counselor

Description

Portfolio Counselor Overview Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office.

We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations.

The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to …

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