accommodation, please notify your Talent Acquisition Consultant. About the Role: The Senior Financial Industry Outreach Advisor... clearly to a range of audiences, including senior leadership. You Will: Lead financial industry outreach efforts...
your Talent Acquisition Consultant. About the Role: The Senior Financial Industry Outreach Advisor serves as a primary... to a range of audiences, including senior leadership. You Will: Lead financial industry outreach efforts by establishing...
, and strategic outreach Qualifications 5+ years of experience as a Financial Advisor or Wealth Advisor Proven track record... numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron...
practices, and real estate-focused professionals Generate new cost segregation engagements through cold outreach, warm... relationships, networking, and strategic partnerships Act as the technical authority and trusted advisor on cost segregation...
through cold outreach, warm relationships, networking, and strategic partnerships Act as the technical authority and trusted... advisor on cost segregation for referral partners Collaborate with leadership to develop and refine go-to-market strategies...