Wealth Management Advisor

As a wealth management advisor, you'll develop and maintain business relationships with members and clients, offer advice on financial plans and investments, and help them achieve their financial goals.

Requirements

• Advise members and clients on financial strategies
• Manage business relationships and assess member/client satisfaction
• Stay up-to-date with industry news and trends
• Participate in outreach activities and community events
• Conduct onsite visits

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment