Investment Advisory Services Professional
7 days ago
We are seeking an experienced Investment Advisory Services Professional to join our team at Glades Talent. As an Investment Advisory Services Professional, you will be responsible for helping individuals and families achieve their long-term financial goals through comprehensive wealth management strategies and income plans.
About the Opportunity:
This is a unique opportunity to work with a reputable firm that offers uncapped earning potential, professional development opportunities, and a supportive team environment. Our advisors educate over 400 households annually, and we provide industry-leading marketing, events, and client services teams to help our advisors succeed.
Responsibilities:
- Seek out and build a client base through educational seminars and workshops, referrals, etc.
- Develop and present unique and comprehensive wealth management strategies and income plans
- Review and monitor client's plans yearly, biannually and quarterly to make sure clients stay on track to meet goals and objectives
- Adhere to compliance policies and procedures
- Interface with an associate advisor / client servicing team, as needed, to ensure client are onboarded efficiently and client needs are resolved in a timely manner
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