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The Salaried Financial Advisor provides customer service and sales support by offering advice on products, addressing complex queries, and developing customer relationships. Responsibilities include analyzing customer needs, managing CRM data, monitoring market trends, and ensuring operational compliance while seeking new business opportunities.

The MFC Salaried Financial Advisor at Old Mutual is responsible for providing financial advice, developing customer relationships, conducting solutions analysis, and ensuring customer service excellence. Key responsibilities include identifying sales opportunities, managing CRM data, and complying with operational standards while building trust with clients and contributing to business growth.

The MFC Salaried Financial Advisor at Old Mutual is responsible for providing financial advice, achieving sales targets, ensuring customer service excellence, analyzing solutions, and developing client relationships. Key duties include managing CRM data, conducting market research, and ensuring compliance with organizational standards.

The MFC Salaried Financial Advisor at Old Mutual is responsible for providing tailored financial advice to clients, managing their own productivity and relationships effectively. They are expected to develop a business plan to meet performance targets, engage prospects, and ensure compliance with relevant regulations while being accountable for service delivery.

The Associate Financial Advisor role involves helping customers achieve their financial goals by assessing their financial needs, offering financial advice, and developing tailored financial plans and solutions.

The role involves acquiring new business, expanding existing customer relationships, and providing tailored financial advice to help clients achieve their financial goals. The advisor will work primarily with their own leads and must possess a strong customer service focus.

The Aspiring Financial Advisor role involves guiding customers to achieve their financial goals by identifying their needs, providing sound advice, and implementing tailored financial plans and solutions. Candidates should possess entrepreneurial spirit and strong interpersonal skills to build relationships and collaborate effectively with clients.