We’re looking for driven, client-focused professionals to join our growing team as
Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth.
Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape.
Key Responsibilities
- Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage.
- Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon.
- Holistic Financial Planning: Deliver advanced planning strategies including retirement and estate planning, tax-efficient solutions, business succession, and philanthropic planning.
Compensation: $200,000 - $250,000 at plan per year
