Our client is hiring a Wealth Manager. This position will counsel clients on investment opportunities in alignment with the their needs, goals and tolerance for risk. This position is under the direct supervision of the Regional Offices Managing Director. The Wealth Manager will work directly with clients to provide enduring control over their finances to deliver real and lasting comfort within their entire financial life. This position requires a pro-active approach and the ability to independently carry out the duties of the position.
Client Relationship Management: