VP Wealth Advisor & HNW Growth Architect
Wealth Enhancement Group, LLC
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Résumé du poste
Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions for high-net-worth clients.
The role focuses on sourcing and closing prospects, conducting annual reviews, and mentoring team members in planning techniques, while adhering to WE Group's standards and technology tools.
Responsabilités
- Manage ongoing client relationships and drive comprehensive financial planning and investment discussions for high-net-worth clients.
- Source and close prospects, conduct annual reviews, and mentor team members in planning techniques.
- Adhere to WE Group's standards and utilize company technology tools in daily practice.
Description du poste
Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions for high-net-worth clients.
The role focuses on sourcing and closing prospects, conducting annual reviews, and mentoring team members in planning techniques, while adhering to WE Group's standards and technology tools.
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