What are the responsibilities and job description for the Wealth Management Associate position at Return On Life Wealth Partners?
Job Description
This role is responsible for supporting advisors in the day-to-day care of clients' financial and investment needs.
Key Responsibilities
- Support advisors in meeting preparation and client communication
- Maintain accurate and up-to-date records of client information
- Process individual life, disability, long-term care insurance, annuity, and equities submissions
- Maintain PFS Master Life and Disability Insurance List
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