What are the responsibilities and job description for the Wealth Advisor position at val's services?
Wealth Advisors develop personalized financial plans by understanding clients' goals, working collaboratively with partners to identify opportunities.
Primary duties include building a high-quality practice, maintaining key relationships, proactively reaching out to clients and prospects, and delivering services in financial planning, investment management, and estate planning.
Qualifications include active Series 7, 63, 65 licenses, 2 years of financial advising experience, and experience in client development and high-net-worth servicing.
Compensation is commission-based, with earnings typically between $105,000 and $250,000 annually.
Offers comprehensive benefits, flexible hours, and a commitment to diversity and inclusion.
Primary duties include building a high-quality practice, maintaining key relationships, proactively reaching out to clients and prospects, and delivering services in financial planning, investment management, and estate planning.
Qualifications include active Series 7, 63, 65 licenses, 2 years of financial advising experience, and experience in client development and high-net-worth servicing.
Compensation is commission-based, with earnings typically between $105,000 and $250,000 annually.
Offers comprehensive benefits, flexible hours, and a commitment to diversity and inclusion.
Salary : $105,000 - $250,000