Wealth Development Specialist
1 week ago
Join VIMA LLC, a fee-only IRA located in Troy, MI, as a Financial Advisor and embark on a rewarding career in wealth development.
Compensation Package:An estimated salary range of $120,000 - $160,000 per year.
Your primary responsibility will be to cultivate and maintain relationships with high-net-worth individuals, their families, and foundations.
- Key Performance Indicators:
- Develop and implement customized financial strategies to meet the unique needs of each client.
- Collaborate with clients to create and execute long-term asset allocation plans.
- Deliver exceptional service and build trust with clients through proactive communication and results-driven solutions.
- Identify and pursue new business opportunities through strategic networking and prospecting efforts.
Core Competencies:
- Strong interpersonal and relationship-building skills.
- Ability to engage and influence others.
- Results-oriented approach with a focus on delivering exceptional outcomes.
- Proficiency in sourcing new clients through targeted marketing and networking efforts.
About Our Organization:
VIMA LLC is a fee-only IRA committed to providing cutting-edge financial solutions to our clients.
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