Wealth Management Consultant

3 days ago


Phoenix, Arizona, United States Glades Talent Full time
Join Our Team

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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