What are the responsibilities and job description for the Wealth Management Specialist position at Omega Wealth Private Capital, LLC?
Raise Your Income with a Rewarding Career Opportunity
We're looking for ambitious Wealth Management Specialists to join our team in Crestview Hills. As a key member, you'll provide expert financial advice to clients, leveraging your skills in retirement income planning, annuity strategies, and investment management.
About the Role:
- Develop and maintain relationships with existing clients, identifying new business opportunities.
- Collaborate with cross-functional teams to deliver exceptional client experiences.
- Stay up-to-date with industry trends, financial products, and best practices.
Your Success Story:
- 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.
