- Edward Jones (Boston, MA)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... we offer something the competition simply can't: our unique branch -team business model. One financial advisor and...you can focus on your clients. + A support network that extends from your client support team office… more
- Berkshire Bank (West Stockbridge, MA)
- Division: Retail Banking Department: Various Branch Network Reports to: Branch Manager Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to refer...in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.… more
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