What are the responsibilities and job description for the Wealth Management Professional position at Planning Alternatives?
About the Role
We are seeking a seasoned Wealth Advisor to lead client relationships and contribute to the strategic growth of our firm. As a key member of our team, you will be responsible for driving the growth of assets under management (AUM).
The ideal candidate will have strong knowledge of investment business and financial planning principles, experience with financial planning software such as eMoney, and proficiency in Microsoft Word, Excel, Outlook, and PowerPoint. They will also possess excellent time-management, organizational, and communication skills.
We are seeking a seasoned Wealth Advisor to lead client relationships and contribute to the strategic growth of our firm. As a key member of our team, you will be responsible for driving the growth of assets under management (AUM).
The ideal candidate will have strong knowledge of investment business and financial planning principles, experience with financial planning software such as eMoney, and proficiency in Microsoft Word, Excel, Outlook, and PowerPoint. They will also possess excellent time-management, organizational, and communication skills.
