Wealth Protection Specialist

Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

Description Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals,...

About the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...

Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...

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...

Overview Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...

**Job Title**: Wealth Specialist **Job Highlights**: - Highest Remuneration - Attractive performance commissions - Allowance scheme and performance bonus to jump-start your career - Career Advancement - Work Life Balance - Family-oriented working culture - Strong support and guidance **Principal Responsibilities**: - Understand and analyse clients’...

Job Description APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...

**Duties**: You will: - Serve as a technical/programmatic authority in providing expert advice and assistance to state, local and/or tribal governments and non-profits to help facilitate assigned environmental protection program development within states/municipalities/tribes; - Serve as a primary senior staff authority and coordinator to develop and...

Job HighlightsBuild relationships with clientsCareer AdvancementJob ResponsibilitiesAcquire and manage a pool of clients' investment portfoliosUnderstand clients' financial objectives and investment requirementsProvide information and comparisons for clients to make informed decisionsBuilding and maintaining long-term relationship with clientsDeveloping own...