Client Success Executive, Mid-Atlantic

Series 6 and 63 regulatory license and/or registration (e.g., FINRA, state, SFC) is required or must be obtained within 90 days. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); Diligently leverages and reinforces client support structure to maximize their time with clients. Surfaces potential growth play opportunities, partnering with...