Do you have superior client service skills and an unmatched work ethic that you want to contribute to an established and continually growing wealth management firm? We're looking for intelligent, dedicated people to join our team. Our formula for success is to put our clients first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!
The Wealth Advisor will serve as the primary point of contact of the client relationship. This position has the responsibility of managing existing client relationships, which includes but is not limited to, communicating and implementing comprehensive financial plans for clients in coordination with their investment portfolio objectives and strategies. Develop new clients through COI’s and personal relationships, as well as from the referrals of our current clients.
The Associate Wealth Advisor will support the Senior Wealth Advisors on day to day client relationship management while receiving training and one-on-one mentoring. This position has the responsibility of assisting with meeting preparation, attending client meetings, and working closely with Senior Wealth Advisors on assigned client projects. Perform basic investment research and assist with client service and operations as needed.