Wealth Management Advisor
1 week ago
We are seeking a skilled Retirement Income Specialist to join our team at Retirement Income Solutions LLC. As a key member of our team, you will provide comprehensive financial advice and guidance to clients, helping them achieve their financial goals and objectives.
The ideal candidate will have a strong understanding of financial planning principles, including asset management, tax planning, cash management, and investment strategies. You will be responsible for conducting thorough financial assessments, developing customized financial plans, and monitoring clients' investment portfolios.
Key Responsibilities:
- Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
- Conduct thorough financial assessments to understand clients' current financial situations and future goals
- Develop customized financial plans based on clients' needs and risk tolerance
What We Offer:
- Competitive base salary: $65,000 - $85,000 per year, depending on experience
- Commission-based sales structure with opportunities for growth
- Opportunity to work with a dynamic team of professionals in the financial services industry
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