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Work Locations acceptable: Wilmington, NC
Position Summary:
Our client, an investment advisory company, is hiring a Wealth Advisor to join as an integral part of their team. The ideal candidate desires to work in a team environment, has a proven track record of success in managing client relationships, comfortable with more complex cases as well as clients with more basic needs. They are a great communicator, organized, enthusiastic, and a self-starter. The Wealth Advisor will primarily be responsible for providing ongoing client relationship management for a suite of comprehensive financial planning services, including retirement income planning, investment advice, insurance assessment, retirement plan consulting (business owners) and estate planning for existing and new clients already flowing to the firm. Secondarily, the role involves developing new client relationships for the team, working with the team internally on portfolio management decisions and documentation, ERISA plan management and presentations for corporate clients, compliance coordination and general practice managment.
Absolute Minimum Must Have’s / Experience / Requirements:
Industry/ Discipline Requirements:
Education Requirements:
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Full Time
$59k-88k (estimate)
06/09/2024
07/06/2024
humancs.com
SOUTH SAINT PAUL, MN
<25
2003
SUE ELLEN RIESE
<$5M