Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.
They are seeking to add a Wealth Management Associate to their inclusive and fun working environment with room for growth and advancement. They place a high value on team culture and take pride in the special environment they have created together.
They offer a competitive salary, benefits package, work from home flexibility and amazing team events and outings.
Responsibilities:
Qualifications:
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