Junior Wealth Consultant - #1161842

Responsibilities

• Guide clients on:

  • Investment planning and portfolio management

  • Retirement and income planning

  • Wealth growth and preservation

  • Risk management, estate, and legacy planning

• Support clients in leveraging investment and wealth management platforms to monitor and enhance their portfolios.

• Perform regular portfolio assessments and comprehensive financial reviews.

• Establish, nurture, and maintain strong long-term relationships with clients.

• Supervise and support a team of 2 consultants, providing guidance and coaching.

• Contribute to the development and expansion of your team as the business grows.

• Generate new business opportunities through networking, referrals, and relationship-building activities.