Wealth Advisor
OneDigital(10 days ago)
About this role
This role involves evaluating clients' financial needs, providing tailored advice, developing and managing client relationships, and supporting business development efforts within a financial advisory context. It emphasizes wealth management, client service, and sales activities, leveraging expertise in financial planning and investment strategies.
Required Skills
- Financial Planning
- Investments
- Retirement Planning
- Client Relations
- Sales Strategy
- Wealth Management
- Finance Software
- CRM
- Asset Allocation
- Estate Planning
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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