TITLE: Wealth Consultant. LOCATION: Various Branches. REPORTS TO: Senior Vice President – Wealth Management. CLASSIFICATION: Full Time, Base Commission. BASE SALARY: $50,000 - $60,000 annually. AVAILABILITY: Monday- Friday 8:30am-5:00pm. Position Summary. Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term...
Description. Position Summary. The individual in this position provides financial planning and investment advice to clients, both individuals and businesses. assists clients to maintain a good balance of investment earnings, assets and an acceptable risk level. provides regarding financial investments such as stocks, bonds, mutual funds and other investment strategies. FLSA Status. Exempt. Requirements. Required Experience and Education. Bachelor...
