Offer summary
Qualifications:
Proven success in acquiring new wealth management relationships, Ambition, drive, and demonstrated grit, Expertise in investment products, and services with Series 65 certification, Ability to provide financial guidance with empathy, humility, and confidence, while having a strong passion for improving finance experiences.
Key responsabilities:
- Convert prospects into loyal clients and guide them on wealth management strategies
- Effectively source, manage prospects, and build deep client relationships
- Utilize data-driven tools for effective prospecting and convey financial advice comprehensively