Responsibilities. Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs. Understands and accesses the full breadth of resources across the bank to benefit clients or prospects. Develops and grows a book of business to meet and exceed pre-defined fina...
Job Description. Are you ready to embark on one of the most lucrative and fulfilling career paths available. At CWP, we're not just a financial services firm-we're a modern, technology-driven, and innovative force in the industry, dedicated to our clients' success. What Makes Us Unique. Support and Mentorship. Unlike most entrepreneurs or start-ups, we provide the support, mentorship, and leads to propel your career forward. Fast-track Planning A...
