: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services... Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate...
, and reading with his wife and kids. Jensen Feggins – Financial Advisor: Time with NM: 5 years Prior Experience: Former... reader and enjoys tennis, pickleball, and skiing. Colin Starr – CFP®, CLU®, RICP® Wealth Management Advisor: Time with NM...
-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience... and organization of resources with team members Other duties as assigned Your Expertise: Experience working in a fast-paced...
financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk... that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential...
advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part... financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative...