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Wealth Management Consultant

3 months ago

Camas, United States BrokerHunter Full time

Wealth Management Role

Join BrokerHunter as a Wealth Management Consultant catering to affluent clients. Our unique structure allows you to concentrate on delivering exceptional service without the need for cold outreach or client acquisition efforts. Collaborate with internal teams to ensure the highest level of client satisfaction.

Key Responsibilities:

  • Develop and nurture relationships with clients while guiding them on investment options
  • Conduct regular reviews of client investment portfolios
  • Partner with the sales team to enhance the client base

Qualifications:

  • Minimum of 2 years in the financial services sector
  • Possession of Series 65 certification is mandatory
  • Bachelor's degree or equivalent experience
  • Strong client-centric mindset

Opportunities are available in various regions. We offer a competitive salary and comprehensive benefits. Become part of a firm committed to client satisfaction and professional growth.