Associate Wealth Advisor

Second Opinion Partners, a growing wealth management firm, is seeking an Associate Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization!

Our mission here at Second Opinion Partners propels Life and financial planning to a whole new level! We share our successful life coaching experiences with clients so they can dive deeper into a complete holistic process in order to identify their own compelling vision for their future.  And we help help them create the financial foundation to achieve and enjoy it. In a nutshell… we’re Life Transition Specialists who are passionate about helping clients identify what is most important in life to them.

The Associate Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you!

Description

The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s small to mid-size clients, the Associate Wealth Advisor has the opportunity to build long-lasting client relationships under the leadership and reputation of RPG.

Responsibilities & Activities

Industry Experience Requirements

Knowledge, Skills, & Abilities Requirements

We offer a high-energy working environment in a beautiful and professional office location. This is a great opportunity to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on
improving our client’s lives.

If you are interested in this opportunity, please submit your resume and letter of interest in our online form below.

Given the high demand for this position, we’re only able to contact the most qualified candidates.

Apply Online Here

Position Applying For: Associate Wealth Advisor

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    Second Opinion Partners