Financial Services Leader
4 days ago
The role of Financial Advisor/Wealth Manager at Martin Grant Associates offers a unique opportunity for career growth and development.
Key Responsibilities:- Launch quickly: Support existing book and receive warm referrals from current clients.
- Cross-sell and up-sell: Leverage a goldmine of warm 401k clients to drive business growth.
- Guide clients through the retirement maze: Provide comprehensive solutions to help clients achieve their financial goals.
- Transition support: Assist in the transition of your book and staff to ensure a seamless handover.
- Competitive compensation and benefits: Enjoy a competitive salary, benefits, and growth opportunities.
At Martin Grant Associates, we prioritize a stable and caring leadership team that invests in your success. Our company culture is built on diversity, inclusion, and employee feedback, ensuring a progressive and supportive work environment.
Apply now to schedule a call with our team to discuss your background and the opportunity in more detail.
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