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As one of San Diegos premier independent Registered Investment Advisory (RIA) firms we deliver sophisticated financial strategies built on data not opinion. Our team is highly motivated and weve experienced significant exponential growth that will continue until we reach our goal of being a multi-bi...

Technical and Executive ResponsibilitiesManage the client portfolio effectively ensuring increased sales and crossselling (offering additional products) while also generating potential leads from existing clients. Analyze customized client needs to ensure successful crossselling and referrals as wel...