-
Wealth Planner
2 weeks ago
Fidelity Investments Hilton Head Island, United StatesJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...
-
AAA Trust Advisor
1 week ago
gpac Savannah, United States Full timeWe are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around ...
-
Financial Advisor
2 hours ago
Gpac Effingham, United States Full timeFinancial Planner · Financial Planners are the point of contact and relationship managers to high income/high net worth clients. Financial Planners manage a portfolio of clients to assess, understand, and identify their banking needs, and to provide options for wealth advice, ban ...
-
Merrill Financial Solutions Advisor
2 weeks ago
Bank of America Hilton Head Island, United StatesMerrill Financial Solutions Advisor - Southeast Coastal Market · Saint Simons Island, Georgia;Beaufort, South Carolina; Savannah, Georgia; Hilton Head Island, South Carolina; Mount Pleasant, South Carolina; Statesboro, Georgia · **Job Description:** · **Job Description** · At ...
Wealth Planner - Savannah, United States - Queensborough National Bank & Trust Co.
Description
Deliver personalized investment solutions to help clients work toward their long-term financial goals.Develop and deepen client relationships and establish relationships with customers and offer appropriate solutions to their financial needs.
Coach & mentor branch network.
Integrate into a teaming model to provide comprehensive financial consultation.
Provide comprehensive retirement planning, education funding and estate planning strategies.
Network and prospect outside the financial institution to create new customer relationship opportunities.
Must be self-motivated, highly driven and have an entrepreneurial personality.
Must be able to think critically and use sound judgment when serving clients.
Must have Llife & Health insurance selling licensing, or ability to obtain within 6 months.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR c)