Charlotte, NC30+ days ago
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected pay range for this position is $80K to $120K and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Utilize data mining and analytics/AI methods to generate key insights into prospects, such as gaps in services, excessive fees, benchmarks for improvements, elevated fiduciary exposure, financial health indicators, current broker/advisor capabilities, etc, to spot opportunities.