Wealth Management Advisor
3 weeks ago
Responsibilities:
- Client Engagement: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement strategies.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Requirements: To be successful in this role, you will need a bachelor's degree in finance, business, or a related field. Previous experience in financial services, insurance, or business development is beneficial, but not required. You should possess strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Additionally, you will need to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Salary: $80,000 - $120,000 per year, based on experience.
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Medical Director
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