Provide tailored financial solutions to meet the needs of members while building 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 leadership within the local community. Over time, the role expands to include recruiting, training, and developing other team members to ensure office growth.
The Associate Wealth Planner will assist the team with client communication, appointment coordination, and the business development cycle. They will also help prepare personalized planning materials and maintain accurate, compliant client records.
