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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial situations, and develop personalized investment solutions. Responsibilities include building and maintaining long client relationships and communicating complex financial solutions, ensuring all necessary licenses are obtained promptly.

The Wealth Management Advisory Consultant partners with clients to identify financial goals, develops customized financial plans, and grows the business through referrals.

As a Wealth Management Advisor, you will develop relationships with affluent clients, analyze their financial needs, and provide tailored financial solutions while managing client accounts effectively.