Wealth Management Consultant

18 hours ago


Plano, Texas, United States Disability Solutions Full time
Job Summary:
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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