Wealth Advisor
Salary undisclosed
Apply on
Original
Simplified
-Meet personally with clients to assess their financial situation to present right and suitable financial plan.
-Develop and reaching out to potential prospective clients and building a strong customer base.
-Communicate and follow up with clients on plans, track successes and inform about any modifications.
-Identifying and evaluating new financial strategies and recommending in goals and plans
Be part of #teamSJ