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GENERAL JOB DESCRIPTION
We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.
MAJOR DUTIES AND RESPONSIBILITIES
EXPERIENCE/CREDENTIALS
COMPETENCIES
FEATURED BENEFITS:
Full Time
$65k-96k (estimate)
07/17/2024
10/07/2024