What are the responsibilities and job description for the Wealth Management Advisor position at Westport One?
Wealth Advisor
Our client is looking for a highly experienced VP/SVP Wealth Advisor with expertise in prospecting, cultivating, deepening, and managing client relationships to drive revenue from investment and trust relationships.
The role involves developing retirement plan accounts, corporate trust accounts, and fostering internal relationships with bankers, lenders, and other team members. Utilizing your COI network and the firm's existing COI network is crucial for identifying new opportunities, while active community engagement is essential both personally and professionally.
The position requires coverage from Boca Raton to Miami and calls for an outgoing individual who thrives on client interaction, teamwork, and a proactive approach to business.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/WealthadvisorFL in the subject line.
- NO CALLS PLEASE
