. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center...
, Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep.... William Jordan, Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver...
in identifying client pain points and offering tailored solutions directly translates to helping clients achieve their financial... about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan - Financial Advisor...