Financial Advisor Associate

Under the direction of the Manager, this position provides sales, administrative and customer service support to an assigned Bankoh Financial Advisor (FA) and is responsible for assisting with the growth of the FA’s clientele base by obtaining new clients and developing additional business with existing clients.   This position will assist the FA in providing personalized investment solutions to help clients work toward their long-term financial goals through products/services offered through either or both the Broker-Dealer or Investment Advisory areas of Bankoh Advisors.