Asset Management Consultant
5 days ago
Are you a motivated and results-driven professional seeking a challenging role in financial advisory services?
Salary Range:$120,000 - $160,000 per year.
We are seeking a Financial Advisor to join our team at VIMA LLC, a fee-only IRA located in Troy, MI.
- Primary Responsibilities:
- Build and maintain relationships with high-net-worth individuals, their families, and foundations.
- Develop and implement comprehensive financial strategies to meet the unique needs of each client.
- Collaborate with clients to create and execute long-term asset allocation plans.
- Deliver exceptional service and build trust with clients through proactive communication and results-driven solutions.
Essential Qualifications:
- Proven ability to engage and influence others.
- Exceptional interpersonal and relationship-building skills.
- Goal and results-oriented approach.
- Able to source clients through prospecting and networking.
About Our Company:
VIMA LLC is a fee-only IRA dedicated to providing innovative financial solutions to our clients.
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