Location: 202 S Michigan Street, South Bend Indiana Job Summary The Private Client Advisor's focus... will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these...
data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD...Location: 202 S Michigan Boulevard, South Bend Indiana Job Summary The Client Relationship Associate (CRA) supports...