Offer summary
Qualifications:
Proven track record in acquiring wealth management clients, Current knowledge of investment products and personal finance services, Ability to provide financial advice with empathy, understanding, humility, and confidence, Passion for revolutionizing the personal finance industry.
Key responsabilities:
- Convert prospects into clients and nurture client relationships
- Leverage data-driven prospecting tools, multiple outreach efforts, and deep client relationships
- Advise clients on wealth strategies and support them in achieving their financial goals