What are the responsibilities and job description for the Wealth Advisor Associate position at Tetriq solutions?
Hi ,
Greetings from TetriQ Solutions !!
Please find the below job description for your review.
Job title: Financial Planner/Wealth Advisor
Location: San Luis Obispo, CA
Job type: Full time
This position requires a strong desire to truly want to help people with some of the most stressful and emotional financial decisions they'll face. This role is responsible for operational & compliance systems, administrative tasks, and the potential to assist with financial planning.
We’re looking for someone who is interested in making a career.
Excellent interpersonal skills, phone demeanor, extraordinary client service attitude, and genuine interest in the success of our clients is required.
Must also be detail-oriented, technologically fluent, and able to manage a multitude of tasks on a consistent basis.
The position requires expertise with systems, processes, and work flows.
Knowledge of (or ability to learn) securities/investment rules and regulations is necessary.
Compensation will be competitive, with experience and required industry licensing (I.e. Series 7, CFP®) compensated for accordingly.
Regards,
Abdul Rahman
Lead Recruiter
Email : Abdul@tetriqsolutions.com
Desk : 469-892-0968
Job Type: Full-time
Pay: $40,000.00 - $80,000.00 per year
Work Location: In person
Salary : $40,000 - $80,000
