Investment Advisor

3S Wealth

FULL_TIME

Salary

$10,000,000 - $500,000,000,000 per yearly

Location(s)

  • Ponte Vedra FL US

Description

As a Registered Assistant, you will work as part of a financial advisory team supporting clients with portfolios typically ranging from 500,000 to $10 million. Reporting to senior advisors, you will leverage proprietary investment software, CRM systems, and financial planning tools to review portfolios and build strong client relationships. This role does not require travel and focuses on providin

Tags

  • Sales & Marketing

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=NjFkYmJkYjYwNTJhNDI2N2FlZWIwNzNmOTZlODRkMjJ8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site