Wealth Advisor

Wealth Advisor

Under the guidance of the President of Retirement & Wealth , this position is responsible for developing new accounts and retention of existing business.

Essential Duties & Responsibilities

• Responsible for development of new business as agreed upon.
• Develop strong client / business relationships with the senior management of the client.
• Coordinate and execute servicing of the client within the scope of the services available within the Department.
• ·Must support the maintenance of our Agency Management System.
• Attend Departmental and Sales meetings as required.
• All other duties as assigned.

#LI-DNI

The applicable base salary range for this role is $67,500 to $125,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.