Wealth Advisor

Job Description

Job Description

Advisor - Subject Matter Expert Wealth Management

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established virtual sales team is seeking to add a Wealth Advisor to our Team!

This Wealth Advisor will have the opportunity to meet one-on-one with a combination of company leads generated from multiple online and direct mail resources, seminars and your existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.

Key Traits :

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

Minimum Requirements :

Position Responsibilities :

Presented by Summers Agency & Quility

Thank you for your interest in the Wealth Manager role.