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. Business development is not required though would be compensated for through an incentive bonus program.
The Associate Wealth Advisor will support the Wealth Advisors with daily 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 Wealth Advisors on assigned client projects. In addition, performing investment research and assisting with client service and operations as needed.