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Our client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. They understand the unique financial needs and challenges faced by those who dedicate their lives to serving and protecting communities. Their mission is to provide tailored financial solutions that empower clients to achieve their long-term financial goals and secure their financial futures.
Job Description
They are looking for a dedicated and experienced Wealth Management Advisor to join the team and oversee the client servicing for first responder clientele. The ideal candidate will have a strong background in wealth management and a genuine passion for serving clients in this sector.
Key Responsibilities
Qualifications
Compensation
Full Time
$66k-98k (estimate)
06/10/2024
07/08/2024
clairemyersconsulting.com
Sonoma, CA
<25
The job skills required for Wealth Management Advisor include Wealth Management, Presentation, Financial Planning, Client Relationship, Integrity, Dedication, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.