Wealth Management Consultant
3 days ago
We are seeking a highly motivated Wealth Management Consultant to join our team at Glades Talent. As a Wealth Management Consultant, you will be responsible for helping individuals and families achieve their long-term financial goals through comprehensive wealth management strategies and income plans.
Why Choose Us:
We offer uncapped earning potential, professional development opportunities, and a supportive team environment. Our advisors educate over 400 households annually, and we provide industry-leading marketing, events, and client services teams to help our advisors succeed.
Responsibilities:
- Build relationships with families to help them achieve their long-term financial goals: retirement, building wealth, estate and tax planning, income strategies, and more.
- Educate clients on comprehensive wealth management strategies and income plans
- Develop and present unique and comprehensive wealth management strategies and income plans
- Monitor client's plans yearly, biannually and quarterly to make sure clients stay on track to meet goals and objectives
- Adhere to compliance policies and procedures
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