What are the responsibilities and job description for the Wealth Management Consultant position at AscendHire Inc.?
Your Impact
You will be a driving force for positive change, both for clients and within the community.
Key Qualifications
- A proactive mindset centered around client satisfaction and problem-solving.
- Experience in building client relationships, uncovering needs, and recommending solutions.
- An active Series 7 & 66 (or 63 & 65) license is non-negotiable.
- CFP or CRPC certification is highly regarded.
