What are the responsibilities and job description for the Wealth Advisor position at TVAMP?
About TVAMP | Financial Planning & Investment Management
TVAMP helps clients get their financial life in order & make smart financial decisions. We make things simple so clients can focus on what matters most & avoid expensive financial mistakes.
TVAMP has a team of 15 CFP® professionals. Our services include retirement planning, investment management, estate planning, tax strategies, and more. You can learn more at www.tvamp.com
Role Description
Wealth Advisor, CFP®
- Develop and deliver comprehensive financial advice to an existing book of client relationships; includes use of financial planning tools such eMoney, Right Capital, Holistiplan, and Income Labs
- Pro-actively communicate with clients to maintain relationships and provide the highest level of service
- Collaborate with client service professionals
- Work closely with financial planners on complex cases
- Manage and nurture pipeline of leads provided by TVAMP through multiple marketing channels
- Maintain diligent notes and activity log in Salesforce CRM
Qualifications
The Perks
Salary : $50,000