Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Summary:

This position plays a crucial role in evaluating clients and prospects, understanding their financial needs, andprovidingtailored advice to help them achieve their financial goals. This role involves a mix of client interactions, financial analysis, and sales strategy.In addition, this positionwill support business development efforts including events, campaigns, prospect meetings, and proposals.The role leveragesexpertisein financial planning, investments, and retirement solutions to cultivate andmaintainclient relationships through referrals, educational workshops, and participant meetings. It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service.

Essential Duties and Responsibilities (includes but is not limited to):

Develop and Manage Clien...