Associate Wealth Management Advisor

Posted: 10/05/2020

Associate Wealth Management Advisor
Successful Wealth Management Advisor associated with a Fortune 500 company providing financial security for over 160 years is seeking a talented individual to join our team. My practice shares a team philosophy and offers flexibility and opportunities for growth.
The position will be responsible for the technical support to the WMA for investments, insurance, and planning recommendations and implementation for clients. The associate will also be responsible for maintaining and further developing existing client relationships through ongoing reviews and exceptional service and new business development through target marketing/prospecting; fact finding and onboarding new clients.