E.a. Buck Financial Services-posted about 1 year ago
$70,000 - $80,000/Yr
Full-time • Mid Level
Rio Rancho, NM
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The Service Advisor at E.A. Buck Financial Services is responsible for managing a personal client base as a private wealth manager, processing new business applications, and acting as a client coordinator. This role emphasizes superior customer service, attention to detail, and the ability to meet annual sales goals while providing an exceptional planning experience using EPIC products and tools.
