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Senior Wealth Advisor @ HUB International

USOnsiteFull-time
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About this role

Join our team as a Senior Wealth Advisor and help high net worth clients achieve their financial goals. Leverage your expertise in wealth management, investment planning, and relationship building while mentoring associates and driving business growth. Enjoy a collaborative environment, professional development, and the opportunity to make a real impact in private wealth services.. Category: Sales

Skills

wealth managementfinancial planninginvestment softwareclient relationship managementsales cycle managementlead generationprospectingpresentation skillsmentoringcommunity relationsinsurance productstax planningmutual fundsmoney manager programsstakeholder management

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