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Urgent! Financial Wealth Advisor Job Opening In Topeka – Now Hiring Easley Resource Group

Financial Wealth Advisor



Job description

Responsibilities:

  • Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.

  • Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.

  • Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.

  • Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.

  • Collaborate with internal specialists to provide holistic wealth management solutions.

  • Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.

  • Educate and guide clients through complex financial concepts to support informed decision- making.
  • Qualifications:
  • 2-3 years' experience as Financial Advisor preferred.

  • Bachelor's degree in related field and CFP, CFA, ChFC strongly preferred

  • Must have a Book of Business to bring to the firm

  • Required Skill Profession

    Financial Specialists



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      Unlock Your Financial Wealth Potential: Insight & Career Growth Guide


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      Easley Resource Group interview tips for Financial Wealth Advisor

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