$78,300 – $151,000; not specified; not specified p...
Financial planning knowledge
Investment strategy advice
Client relationship management
This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services, working collaboratively as part of a team
Job Summary
This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services, working collaboratively as part of a team.
Essential functions include advising clients on investment strategies, creating and implementing financial plans, and supporting day-to-day client activities and inquiries.
The company offers flexible PTO, paid parental leave, paid volunteer time off, mental health coverage, a quarterly wellness stipend, and fertility benefits.
Matching Summary
This role provides support to Senior Wealth Advisors in delivering comprehensive, holistic financial services, working collaboratively as part of a team.