What are the responsibilities and job description for the Wealth Management Specialist - East Brunswick NJ position at PCB FINANCIAL ADVISORY GROUP?
Key Responsibilities
- Engage directly with clients to understand their needs, objectives, and goals, translating this information into actionable plans.
- Lead strategic development of financial plans, including agenda creation, plan updates, and strategy development.
- Communicate effectively with clients, other advisors, and external sources to carry out the goals of client service.
