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RESPONSIBILITIES:
Kforce's downtown Milwaukee, WI client is currently sourcing for a 3-month Business Consultant contractor to work remotely for their organization. Summary:In this role, you will add value by helping our business partners grow their business the right way by performing reviews and support in alignment with regulatory requirements and firm practices. You will be reviewing an advisor's written correspondence or personal planning analysis tool (PPA), approving a new investment account, and/or reviewing transaction flags through our monitoring system (SMART).REQUIREMENTS:
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