What are the responsibilities and job description for the Tactical Wealth Management Team Member position at Tactical Wealth Management?
About the Role
This role requires a self-starter with strong problem-solving skills and the ability to work independently. Experience in financial services, wealth management, or a related field is preferred but not required. Excellent organizational skills, proficiency in Microsoft Office Suite, and training provided for financial planning software, CRM systems, and Broker Dealer System are essential.
What We Offer
Tactical Wealth Management provides a dynamic work environment with opportunities for growth and development. Our team-oriented approach ensures that everyone works together to achieve our goals. If you're looking for a challenging and rewarding career, apply now!
