What are the responsibilities and job description for the Retirement Planning Expert position at Omega Wealth Private Capital, LLC?
Empower Your Future with a Rewarding Career in Retirement Planning
We're looking for skilled Retirement Planning Experts to join our team in Crestview Hills. As a trusted advisor, you'll help clients create personalized retirement plans, ensuring they achieve their long-term financial goals.
About Our Firm:
- Independent RIA with no broker-dealer affiliations.
- High-performance culture with competitive environment and structured advancement opportunities.
- Aggressive growth plan focused on retirement planning.
Your Path to Success:
- Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred.
- 3 years of experience as a Financial Advisor, Wealth Manager, or similar client-facing sales role.
- Proven track record of closing business in a high-volume, appointment-based sales environment.
