Financial Services Representative
Wisepath Group · Aurora, CO
$76k/yr (est.)Posted 10d agoAccounting & Finance
Position summary
Financial Services Representative Position Overview No background in finance is required. A fully structured, classroom-to-field training curriculum is provided to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business. Key Responsibilities Participate in a structured, multi-phase licensing and financial planning training program. Learn to host con…
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