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The Wealth Advisor will engage in relationship building with clients, provide financial planning advice, assist with various financial instruments, and support the main Advisor in meeting goals. Initial duties involve servicing existing clients and making sales calls.

The Wealth Advisor will interface with clients to build and maintain strong relationships while providing tailored financial plans. Responsibilities include servicing existing clients, making outbound calls to set appointments, and participating in seminars. The role requires working with financial products such as insurance and retirement planning to meet at least individual and team goals.

This role involves selling life insurance policies, building and maintaining client relationships, managing policies, and keeping updated with insurance industry regulations. The job offers flexibility with remote work, full-time or part-time options, and mentorship with the potential for bonuses.