Wealth Management Senior Consultant
1 week ago
Temporary position for 6 months
Key Responsibilities- Advise and assist members and clients in executing strategies using the 360° approach
- Serve, solicit, and develop and maintain business relationships with mass-affluent Signature Service members and clients
Requirements:
- Assist members and clients in executing strategies using the 360° approach
- Develop and maintain business relationships with mass-affluent Signature Service members and clients
About the Role
As a senior wealth management advisor, you will be responsible for serving, soliciting, and developing and maintaining business relationships with mass-affluent Signature Service members and clients. You will advise and assist members and clients in executing strategies using the 360° approach, including.
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