Career Opportunities as a Financial Services Professional
4 days ago
We are a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.
Our team of professional fiduciaries is dedicated to helping clients navigate through and secure their financial future.
Job OverviewThis role offers the opportunity to develop new client opportunities across the wealth management spectrum, including insurance, asset management, risk management, estate planning, retirement planning, and children's college education.
Responsibilities- Broaden your skillset through ongoing professional development and joint work with fellow associates
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analysis
- A strong relationship-builder who takes a client-first approach
- A proven networker and marketer
- A dedicated worker: independent, self-motivated and goal oriented
Estimated salary range: $80,000 - $150,000 per year, depending on experience and qualifications.
We offer a competitive compensation package, flexible working arrangements, and opportunities for career growth and development.
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AP Clerk Financial Specialist
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Insurance Career Opportunity
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