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1 client account manager job at 1 company in Morgan, GA

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Financial Advisor - Wealth Management
Albany or Alpharetta
OnsiteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
Bachelor's degree required; active Series 65/66 or professional designations (CFP, CFA, ChFC, CIC) required; strong financial planning and investment knowledge, excellent client communication, and willingness to learn firm technologies.
CRM, financial planning systems
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