High Net Worth Wealth Strategists
3 days ago
We are seeking skilled Wealth Strategists to join our team. As a key member of our advisory team, you will play a crucial role in helping high-net-worth individuals and families achieve their financial goals.
The ideal candidate will have a proven track record of delivering tailored wealth strategies that drive results. You will be responsible for advising clients on planning, preservation, legacy, and estate matters, as well as collaborating with trust, legal, and investment specialists to build and nurture long-term partnerships.
To succeed in this role, you will need:
- A minimum of 3 years' experience in financial advisory or wealth management.
- MDRT achievement at least once in the past 3 years.
- Strong communication and relationship skills.
- A driven, professional, and milestone-focused approach.
Our team offers a dynamic and supportive environment where you can grow your career and make a meaningful impact. We provide competitive base salaries, quarterly and annual bonuses, business allowances, and exclusive buyout packages for MDRT achievers. You will also have access to world-class mentorship, fast-track leadership pathways, and leads provided to accelerate your success.
Ready to take your career to the next level?
Contact us today to learn more about this exciting opportunity.
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