Career Night: Financial Advisor Trainee – Practice Management ...
by aditi sharma
The Practice Management Development (PMD) role is a training program to develop and prepare the future Financial Advisors for a successful new career. Development of a business portfolio to meet and exceed performance targets required effective supply of potential customers, capitalizing on referrals, assessment of client needs, referring clients to appropriate service provider and ... Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities....
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