JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR MONTECITO LOCATION OBJECTIVE OF THE... POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus...
JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR MONTECITO LOCATION OBJECTIVE OF THE... POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus...
account base of sophisticated wealth management clients by working with client service team, clients and their professional... advisors to develop a thorough understanding of the client’s needs and goals. Exhibits thorough knowledge of governing...