Certified financial planner claremont
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?
Is this you?
Youโre a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and youโre committed to delivering exceptional service and driving business growth.
What youโll be doing (and why youโll enjoy it)
As a Wealth Manager, you will play a pivotal role in presenting ideal solutions to clients, acquiring new business, and increasing AUM as per targets. You will have the opportunity to network, grow a current client base, obtain referrals, and conduct presentations to introduce prospective clients to the services offered by the business. By providing comprehensive wealth management feedback and building meaningful relationships with clients, you will contribute to cross-selling opportunities and the overall...