Virtual Associate Financial Advisor
4 weeks ago
At Harvest Wealth Group, we're committed to empowering our clients to achieve their financial goals. As a Virtual Associate Advisor, you'll play a vital role in delivering exceptional service and driving the growth of our firm.
Key Responsibilities:
- Collaborate with our Diamond Team to serve existing clients and identify new opportunities
- Conduct proactive service calls to clients under the supervision of a lead advisor
- Assist in preparing client documents and updates to our CRM
- Embrace specialization within the team to provide exceptional value to clients
Why Choose Harvest Wealth Group?
- Structured growth model that eliminates the pressure of self-sourcing leads
- Supportive team environment where collaboration and specialization thrive
- Clear career path for advisors with opportunities for advancement
- Competitive compensation package with a base salary, unlimited salary cap, and bonus potential
Qualifications:
- 2+ years of experience as a financial advisor
- Strong knowledge of financial planning and investments
- Excellent communication skills and attention to detail
- Tech-savvy and comfortable in a virtual environment
About the Diamond Team:
The Diamond Team model is a revolutionary way of organizing advisory firms, fostering collaboration, specialization, and career progression. As a Virtual Associate Advisor, you'll be part of a dynamic team that's dedicated to delivering exceptional service and driving growth.
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Virtual Associate Financial Advisor
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Exeter, California, United States HARVEST WEALTH GROUP Full timeAbout the RoleHarvest Wealth Group is seeking a highly motivated and detail-oriented Virtual Associate Financial Advisor to join our team. As a key member of our Diamond Team, you will play a crucial role in serving our clients and driving the growth of our firm.As a Virtual Associate Financial Advisor, you will work closely with our team to build deep...
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Virtual Associate Financial Advisor
1 month ago
Exeter, California, United States HARVEST WEALTH GROUP Full timeJob Title: Virtual Associate Financial AdvisorHarvest Wealth Group is seeking a highly motivated and detail-oriented Virtual Associate Financial Advisor to join our team. As a key member of our Diamond Team, you will play a crucial role in serving our clients and driving the growth of our firm.Key Responsibilities:Work collaboratively within a Diamond Team...
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