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Marshall+Sterling Wealth Advisors, Inc.
Poughkeepsie, New York
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Assistant Financial Advisor
A nationally top-ranked financial advisory practice seeks a dynamic, charismatic, cultured individual to serve in a front-office role between supporting seasoned financial planners, interacting with clients, and helping manage a large client base. We pride ourselves on providing exceptional personal service and advice. We execute a unique client experience, leveraging technology to help manage the practice. This role is a nice blend of front-line and back-office operations. Enjoy an authentically positive office environment with free lunches. This firm has a proven track record of top compensation with exceptional income and professional growth potential. No sales activity.
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