Wealth Advisor
OneDigital(1 month ago)
About this role
A Financial Advisor / Wealth Management professional who evaluates clients and prospects to understand their financial needs and provide tailored planning and investment advice. The role supports business development and client relationship growth through workshops, prospect meetings, and referrals while focusing on retirement and comprehensive wealth strategies.
Required Skills
- Financial Planning
- Investment Management
- Retirement Solutions
- Client Relationship
- Financial Analysis
- Business Development
- Prospecting
- Sales
- CRM
- Salesforce
+4 more
Qualifications
- Bachelor's Degree (Preferred)
- Securities License (Required or to be obtained)
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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