This role is eligible for commission based earnings.
Accountabilities
Build a client base of HNW & UHNW clients, families, and business owners
Develop comprehensive wealth management and investment strategies for your clients based on their needs
Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources
Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and re...