What are the responsibilities and job description for the Financial Planning Expert position at Financial Planner Recruiting, LLC?
Wealth Management Opportunity
Our company is seeking an experienced Senior Wealth Management Advisor to join its team in Glastonbury, CT.
This is a client-facing position that offers a competitive salary plus bonus and a comprehensive benefits package.
The ideal candidate will have a Bachelor's Degree and at least 5 years of experience in wealth management, with a focus on client relationships.
Key responsibilities include:
- Managing a portfolio of client relationships
- Leading client meetings and coordinating the financial plan manufacturing process
- Assembling materials for client meetings, including agendas, reviews, and financial plans
A strong understanding of market updates and relevant products is essential for success in this role.
