Wealth Management Consultant
18 hours ago
This Wealth Management Consultant role requires a high level of expertise in financial planning and management. The successful candidate will work closely with clients to build a financial plan that aligns with their goals and objectives. Key responsibilities include triaging client requests, mitigating and controlling risk, and identifying potential new clients through referrals or financial center clientele.
Requirements:
- A high school diploma/GED or equivalent is required, and SAFE Act registration requirements apply to this position
- Excellent communication and problem-solving skills are essential for success in this role
- You must be able to work effectively in a team environment and prioritize multiple tasks simultaneously
Compensation and Benefits:
The estimated annual salary for this role is $60,000 - $80,000, depending on location and experience. Additionally, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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Senior Wealth Management Specialist
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Wealth Management Advisor
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Regulatory Change Management Consultant
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High Net Worth Relationship Manager
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Business Transformation Consultant
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Digital Transformation Leader
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Data Management Coordinator
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Digital Transformation Consultant
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Sales Consultant
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Retail Fitness Consultant
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Apartment Leasing Consultant
3 weeks ago
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Enterprise IT Staffing Solutions Consultant
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Digital Transformation Consultant
7 days ago
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Strategic Consultant
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Cloud Transformation Consultant
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Human Resources Consultant
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Plano, Texas, United States Segue Health Management Corp Full timeJob Opportunity OverviewWe are seeking an experienced Nurse Practitioner to join our team at Segue Health, a faith-based medical practice. The ideal candidate will be responsible for providing transitional care management services in the Plano and surrounding areas.About the RoleThis is a full-time position that requires the ability to travel up to 1 hour...