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Associate Wealth Advisor

雇主

Prescient Financial Solutions

地点

Waukesha County · 美国

待遇

$112,968-$112,968/year

工作模式

线下

截止日期

1月7日

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岗位摘要

Support clients in wealth accumulation, distribution, and succession through integrated financial pl

岗位职责

Job Description Company Description PrescientFinancial Solutions supports pre-retirement individuals, business owners, corporate executives, and emerging affluent clients in managing the accumulation, distribution, and succession of their wealth. The firm is known for its strong attention to detail and ability to anticipate variables that may affect a client’s financial trajectory. Acting as financial engineers, the team designs integrated, personalized plans that address complex financial nee…

申请条件

To be successful in this role, you should have a strong foundation in financial planning and wealth management.
A bachelor's degree in finance, economics, business, or a related field is required.
Professional certifications such as CFP, CFA, or similar are preferred.

雇主简介

Prescient Financial Solutions provides wealth management services to pre-retirement individuals, business owners, corporate executives, and emerging affluent clients, focusing on accumulation, distribution, and succession of wealth.

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