What are the responsibilities and job description for the Wealth Management Expertise position at Procyon Partners?
About the Role
We're seeking experienced financial advisors to join our team at Procyon Partners. As an advisor at our firm, you'll have the opportunity to work collaboratively with our teams to deliver exceptional outcomes for our clients.
You'll be responsible for building and maintaining client relationships, developing new business, and working closely with our teams to remove non-essential tasks from your plate. Our dedicated FA coach will provide ongoing coaching and support to help you reach your full potential.
Our ideal candidate will be a seasoned financial advisor with a minimum of three years' experience, a clean compliance history, and existing client relationships that can be transitioned. They'll be passionate about delivering exceptional outcomes, driven to achieve results, and approachable in their communication style.
We offer a supportive and collaborative work environment, where you'll have the opportunity to grow and develop your skills. If you're a motivated and ambitious financial advisor looking for a new challenge, we'd love to hear from you.
We're seeking experienced financial advisors to join our team at Procyon Partners. As an advisor at our firm, you'll have the opportunity to work collaboratively with our teams to deliver exceptional outcomes for our clients.
You'll be responsible for building and maintaining client relationships, developing new business, and working closely with our teams to remove non-essential tasks from your plate. Our dedicated FA coach will provide ongoing coaching and support to help you reach your full potential.
Our ideal candidate will be a seasoned financial advisor with a minimum of three years' experience, a clean compliance history, and existing client relationships that can be transitioned. They'll be passionate about delivering exceptional outcomes, driven to achieve results, and approachable in their communication style.
We offer a supportive and collaborative work environment, where you'll have the opportunity to grow and develop your skills. If you're a motivated and ambitious financial advisor looking for a new challenge, we'd love to hear from you.