Wealth Advisor: Grow New Business & Trusted Client Relationships

MMC; San Diego (CA); On-site; USD 68,000 - 126,000; Full time

Job summary

Searchbox l.l.c. is seeking a Wealth Advisor to drive new account development and retention of existing business under the guidance of the Retirement & Wealth President.

The role emphasizes building strong client relationships with senior management, coordinating client servicing, and maintaining our Agency Management System, with attendance at departmental and sales meetings as required. The position supports a competitive total rewards package including health, tuition assistance, 401K and

Responsibilities

• Responsible for development of new business as agreed upon.
• Develop strong client / business relationships with the senior management of the client.
• Coordinate and execute servicing of the client within the scope of the services available within the Department.
• Must support the maintenance of our Agency Management System.
• Attend Departmental and Sales meetings as required.
• All other duties as assigned.

Job description

Searchbox l.l.c. is seeking a Wealth Advisor to drive new account development and retention of existing business under the guidance of the Retirement & Wealth President.

The role emphasizes building strong client relationships with senior management, coordinating client servicing, and maintaining our Agency Management System, with attendance at departmental and sales meetings as required. The position supports a competitive total rewards package including health, tuition assistance, 401K and