Wealth Management Advisor

As a wealth management advisor, you will develop and maintain lasting business relationships with members and clients, providing financial advice and solutions to meet their goals. You will work closely with a client base of individual members and business owners, driving results and balancing member/client satisfaction, business objectives, profitability, and risk management.

Requirements

• Advise members and clients on best strategies
• Manage business relationships and assess member/client satisfaction
• Stay up-to-date on financial services industry and market trends

Benefits

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