What are the responsibilities and job description for the Wealth Management Lead Advisor - Ultra High Net Worth Market - UNCAPPED INCOME POTENTIAL position at Silver Spring Wealth Management - Northwestern Mutual?
HUGE POTENTIAL TO BE HIGHLY COMPENSATED! PLEASE BE LOCAL TO FAIRFIELD COUNTY! POSITIVE SELF STARTERS APPLY! ELITE FINANCIAL PLANNING OFFICE THAT HAS 3X THE SUCCESS RATE THAN THE FINANCIAL PLANNING INDUSTRY! CHANCE TO BE MENTORED BY AWARD WINNING TEAM!
FULL BENEFITS - DENTAL VISION 401K PENSION HEALTH INSURANCE
Role Description
This is a full-time hybrid as a Ultra High Net Worth Sales Executive. The Financial Sales professional will be responsible for day-to-day tasks such as sales and finance activities, analyzing financial data, effective communication with clients, and providing exceptional customer service. The role is primarily located in New Canaan, CT, with flexibility for some remote work.
Qualifications
- Sales Finance and Finance skills
- Analytical Skills
- Strong communication skills
- Customer service orientation
- Experience in the financial services industry is a plus
- Bachelor's degree