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Wealth Management Advisor

Craft Capital Management LLC Scottsdale, AZ

  • Posted: 28 days ago
  • Contractor
Job Description

We are seeking a Wealth Management Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • ​Must have existing business or looking to build one
  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills

Craft Capital Management LLC

Why Work Here?
We offer Big name clearing, Accelerated payouts, and a top notch support staff

Address

Scottsdale, AZ
USA

Industry

Finance and Insurance

Website

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