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Asset Management Specialist
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Asset Management Specialist
2 months ago
Job Title: Asset Management Specialist
Job Summary: Financial Divisions is seeking a skilled Asset Management Specialist to manage a portion of our existing book of business. As a Financial Planner, you will be responsible for servicing our high net worth (HNW) clients, handling complex cases, and generating new business opportunities.
About the Role:
- Manage Existing Book of Business: You will be responsible for managing a portion of our existing book of business, working closely with our CEO to ensure seamless client service.
- Full Support: You will have access to full paraplanning, operations, and administration support to help you succeed in your role.
About Us: Financial Divisions is a leading independent wealth planning firm with a strong reputation for delivering exceptional client service. We are committed to making a positive impact in our community and are actively engaged in local charitable causes.
What We Offer: In addition to a competitive salary and benefits package, we offer a dynamic and supportive work environment that fosters growth and development.
