Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable mission. The PS... Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable...
standards and all applicable regulatory bodies, ensuring regulatory standards are met - Has a deep understanding of the Wealth... Management Advisor's business model, needs and key drivers as well as the sales process - Considerable knowledge of internal...
effectively. ·Build and maintain strong relationships with prospective clients, acting as a trusted technical advisor throughout.... ·Cisco Certified Network Associate (CCNA) or similar networking certification. ·CompTIA Security+ or other relevant...