Holistic Wealth Manager

18 hours ago


West Chester, Pennsylvania, United States VanWeelden Financial Group Full time
Key Responsibilities
  • Assist clients with investment, tax, income, insurance, health, survivor, and estate planning
  • Develop and implement personalized financial plans tailored to each client's needs
  • Provide ongoing support and guidance to clients throughout their financial journey

The successful candidate will have series 65 and major lines insurance licensing or be willing/able to secure them within the first year. We estimate an annual salary of $85,000 - $115,000 for this role.



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