Offer summary
Qualifications:
Significant track record of acquiring newwealth management clientele, Ambitious attitude with eagerness for excellence and caring portrayed in their actions, Impressive knowledge of personal finance investment vehicles and a passion for building better financial experiences, Series 65 certificate or equivalent qualification; an established client base.
Key responsabilities:
- Talent to convert prospects into loyal clients and personalized, prospective strategies
- Seamlessly handle various tasks, from identifying potential clients to building lasting relationships
- Special consulting abilities, aiding customers with wealth creation plans and fulfilling personal finances goals