Job Description
Wealth Management Opportunity
Our client is a nationwide well-respected financial planning and wealth management company offering solutions for financial professionals, tax professionals and CPA firms, looking to grow their business, offering services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. The ideal Wealth Manager must understand all aspects of an optimal practice, deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs and have knowledge of the firm's latest planning tools, techniques and strategies.