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The Trading Operations Specialist will handle trade order creation and execution, rebalance accounts, process post-trade settlements, support investment research, maintain investment models, and prepare documentation for quarterly meetings. The role requires proactive initiative and effective management of tasks within the financial services sector.

As an Associate Financial Advisor, you will work with a financial advisory team to manage client relationships, prepare client reviews, and create financial plans. Responsibilities include assisting in client meetings, analyzing financial data, making trades, and adhering to compliance standards.

The Regional Vice President will lead efforts to acquire new clients with investable assets exceeding $500,000 through effective marketing strategies. Responsibilities include supporting local financial teams, driving revenue growth, conducting client education sessions, and delivering comprehensive financial plans. The candidate should demonstrate strong sales, strategic planning, and client relationship management skills.