Senior Partner/Wealth Advisor

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesNetwork and meet people to set personal planning meetingsBuild relationships and understand goals of prospective clientsBuild solutions using investments, financial planning and insuranceReview and update several times annuallyQualificationsStrong people skillsThe desire to help othersCreate life changing wealth for yourself while helping others accomplish their goals