Client-Focused Investment Advisor, Windsor

Elevate wealth strategies as a Client-Focused Investment Advisor for high-net-worth families and business owners. This full-time role offers the chance to enhance investment services in an engaged setting.

You will be responsible for developing personalized wealth management strategies and building a robust client portfolio. Your role will encompass making investment recommendations, fostering relationships, and executing business strategies for client acquisition. Collaborating with a diverse team will ensure comprehensive service delivery.

Key Responsibilities:• Grow a portfolio of high-net-worth clients • Develop personalized investment strategies and plans • Provide recommendations on portfolio management • Implement sales strategies to grow your client base • Collaborate with partners for comprehensive advice

Requirements:• Bachelor's degree in finance or a related field • 3+ years in a sales or relationship-focused capacity • Registered Representative certification is mandatory • Professional qualifications like CFA or CFP are preferred • Life Insurance License must be secured within 6 months

Channel your passion for wealth management to impact lives through personalized financial guidance. #J-18808-Ljbffr