Senior Partner/Wealth Advisor

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Network and meet people to set personal planning meetings
• Build relationships and understand goals of prospective clients
• Build solutions using investments, financial planning and insurance
• Review and update several times annually

Qualifications

• Strong people skills
• The desire to help others
• Create life changing wealth for yourself while helping others accomplish their goals