
Apex Wealth Manager
4 days ago
We provide:
Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties
Invited to participate in the planning process with managers
On the job training via joint-fieldwork sessions
Program allows mentorship and progression to manager within 2 years
Work-life balance
Job Responsibilities:
Client Acquisition
Assist clients with wealth accumulation and protection
Building long-term relationships with clients
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