Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.
They are looking to bring in a motivated Associate Wealth Manager & support them in building and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning.
The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.
- 2 to 5 years of Financial Planning/Paraplanning experience
- Bachelor’s degree
- CFP advantageous
- RE 5
