The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process
Job Summary
The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
The annualized base pay range for this role is expected to be between $60,000 - $125,000/year, with other rewards including an annual cash bonus and a comprehensive benefits package.
Matching Summary
The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
Salary
Base: $60,000 - $125,000/year; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)