Wealth Management Consultant
4 weeks ago
**About the Role**
We are looking for a talented Financial Advisor to join our team. In this role, you will be responsible for delivering exceptional customer service and providing expert financial advice to clients.
**Responsibilities:**
- Client Relationship Development: Implement a comprehensive client contact plan to engage clients in relevant sales campaigns. Serve as the primary point of contact for client queries, resolving issues and ensuring satisfaction.
- Operational Compliance: Understand and adhere to the organization's policies and relevant regulatory standards to ensure compliance in all actions.
- Performance Management: Actively pursue personal objectives and utilize performance management systems to enhance individual performance.
**Compensation:** The annual salary range for this position is $100,000 - $150,000, based on experience and performance.
**Requirements:** A minimum of two years' experience as a financial advisor within the financial services industry, particularly with affluent clients in life and investment products.
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