Career-Transition Partnership - For Advisors Approaching Reduced Production
Employment type
Full-time
Work setting
On-site
Location
Los Lunas, NM
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Career-Transition Partnership - For Advisors Approaching Reduced Production is an onsite role based in Los Lunas, NM, with compensation not specified. This position supports WealthBridge Financial Group in providing financial consulting services. The role exists to engage with clients to understand their financial objectives and provide tailored advice. The consultant leverages financial expertise and advanced tools to develop effective action plans for retirement and wealth management.
What you'll do
- Engage with clients, provide financial advice, develop wealth management strategies, and utilize financial tools for planning.
What we're looking for
- Skills & competencies
- full-timelos lunas nmfinancial consultantwealth managementretirement planningfinancial planningonsiteclient relationsadvisoryfinance
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401(k) with match, life and disability insurance.
Why this role
Focus on career transition for experienced advisors.
About the employer
WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 8d982bb7-f1d5-4013-a3c6-4dcaf9155ddd