Provide tailored financial solutions to meet member needs while building and maintaining strong community relationships. Actively engage in community service and outreach programs to support the growth of the local office.
The Financial Representative will address members' financial needs and provide financial education to the local community. Over time, the role will expand to include recruiting, training, and developing other team members to support office growth.
The Associate Wealth Planner will assist the team with client communication, appointment coordination, and business development activities. They will also prepare personalized planning materials and maintain accurate, compliant client records.
