Wealth Management Associate

About This Role

As a Financial Professional, you will provide knowledgeable, objective financial guidance and customized strategies to clients. The role involves building and maintaining a client base, keeping financial plans up-to-date, and acquiring new clients.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services

Requirements

• A four-year college degree
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Qualifications

• A four-year college degree

Benefits