Advisor Sourcing Specialist
Benjamin F. Edwards
- Experience
- 5+ yrs
- Location
- United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Salesforce
About the role
5+ years financial services experience; bachelor's degree or 9+ years equivalent; strong outbound calling and CRM skills; proficiency with Microsoft Office and Salesforce; ability to work independently in a remote environment.
About Benjamin F. Edwards
Privately held full-service wealth management firm and registered investment adviser serving individuals and families.
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