Wealth Management Advisor
4 weeks ago
Are you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping individuals and families achieve their financial goals? We're seeking a highly skilled Wealth Management Specialist to join our team at Aviso Wealth.
About the RoleAs a Wealth Management Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them navigate the complexities of wealth management and achieve their financial objectives. You will work closely with our team of experts to develop and implement comprehensive financial plans, identify opportunities for growth and wealth creation, and provide ongoing support and guidance to our clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique financial goals, risk tolerance, and time horizon.
- Conduct thorough financial assessments to identify areas for improvement and opportunities for growth.
- Provide expert advice on investment strategies, insurance solutions, and other financial products to help clients achieve their goals.
- Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
- Collaborate with our team of experts to stay up-to-date on industry trends and best practices, ensuring that our clients receive the highest level of service and expertise.
- Advanced knowledge of wealth management products, services, and regulations, including life insurance.
- Post-secondary education in business or a related field.
- Three to five years of experience in wealth management or a related field.
- Industry designations such as WME, CSC, or PFP.
- Strong computer skills with proficiency in MS Office and financial planning software.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
We offer a competitive compensation package, including a base salary, commission payments, revenue sharing, and sales premiums. Our team is dedicated to providing ongoing training and support to help you succeed in your role, and we offer a comprehensive employee and family assistance program to support your overall well-being.
Join our team at Aviso Wealth and take the first step towards a rewarding and challenging career as a Wealth Management Specialist. Apply today to learn more about this exciting opportunity
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