Associate Wealth Advisor (Wealth Management Administrative Assistant) - Southwest Business Corporation - SWBC : Job Details

In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth. Essential duties include the following: Curates business development strategies to identify and attract potential clients. Cultivate a network of referral sources and strategic partnerships. Organize client seminars, webinars, and workshops to raise awareness about SWBC wealth management services. Assists with comprehensive financial assessments to understand clients goals, risk tolerance, and financial situation. Listen to clients needs and objectives to tailor personalized financial plans and act as a liaison between clients and wealth advisor. Assists with customized wealth management plans that align with clients short-term and long-term goals. Assists with investment options, retirement planning, risk management, tax strategies, and estate planning, among other topics, to optimize wealth growth and prov...Wealth, Wealth Advisor, Administrative Assistant, Management, Associate, Advisor, Banking