Strategic Wealth Advisor
3 days ago
About Envestpro
We are a community of entrepreneurs dedicated to helping each other thrive in the world of finance.
Our mission is to empower individuals at every stage of their professional journey to achieve financial greatness through personalized wealth management strategies and expert guidance.
Key Responsibilities:- Demonstrate exceptional business acumen to connect with clients on a personal level, understanding their unique financial goals and challenges.
- Craft tailored financial plans that empower individuals to navigate the complexities of financial planning with confidence and clarity.
- Act as a trusted advisor, guiding clients through wealth management, investment planning, and strategic decision-making to fuel their goals and dreams.
- Stay ahead of market trends and industry shifts, sharing your insights and expertise to help clients seize opportunities and mitigate risks.
- A passion for business and/or finance and a deep understanding of the challenges and rewards of building a business.
- Strong communication skills and the ability to build trust and rapport with clients from diverse backgrounds.
- Previous experience in financial advisory roles is beneficial but not essential; we welcome driven individuals with a hunger for learning and growth.
- An entrepreneurial mindset and a commitment to excellence in everything you do.
- Community: Be part of a supportive network of like-minded professionals who are passionate about making a difference.
- Flexibility: Enjoy the freedom to chart your own course and tailor your approach to meet the needs of your clients.
- Training and Development: Access comprehensive training and ongoing support to help you succeed and grow in your role.
- Competitive Compensation: $60,000 - $80,000 per year based on experience.
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