Financial Advisor

6 days ago


White Plains, New York, United States Vision Search Partners LLC Full time

{"h1": "Wealth Manager Job Description", "p": "At Vision Search Partners LLC, we are seeking a highly skilled Wealth Manager to join our team.

As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to individuals and families, many being high net worth.

Key Responsibilities:

* Provide financial planning and investment management services to clients
* Build and maintain strong relationships with clients
* Source new business opportunities
* Collaborate with the owner to develop and implement business strategies

Requirements:

* Strong background in finance
* Exceptional consultative communication skills
* Proven track record of building and maintaining client relationships
* Social media savvy and up to date

If you are a motivated and experienced Wealth Manager looking for a new challenge, please submit your application.

We look forward to hearing from you"}



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