Vice President – Associate Financial Advisor
This critical client-facing role is responsible for client financial planning and investment management for current and future WHZ clients, while helping to deliver the best wealth management experience for every client, every time, at every touchpoint. This role may include building and maintaining a book of client business utilizing the WHZ marketing and client experience plan and our strategic Plan Well, Invest Well, Live Well process. Additionally, the best candidates should exhibit effective prospecting, analytical and relationship-building skills to help convert prospects and assisting current clients in meeting their life financial goals by recommending appropriate financial plans and strategies. Your work should empower WHZ clients to Live Well.