What are the responsibilities and job description for the Investment Client Advisor position at Return On Life Wealth Partners?
Requirements
To be successful in this role, you will require:
Education and Experience
- Bachelor's degree in finance or accounting
- Experience in the wealth planning industry
Skills and Qualifications
- Proficiency with MS Office Suite, CRM, Morningstar, Riskalyze, and E-Money
- Excellent communication and organizational skills
