Client Service Specialist supporting financial professionals through operational excellence and advisor experience. Managing account functions and troubleshooting client issues in the financial services industry.
MG
Mutual Group
Currently Hiring
About the company
Mutual was created to address a need through collaborative and authentic service.
First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between.
With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors.
Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach.
No egos, just results.
Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser.
Securities offered through Mutual Securities, Inc., member FINRA/SIPC.
Mutual Advisors, LLC and Mutual Securities, Inc.
(collectively “Mutual Group”) are affiliated companies.
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