- A bachelor's degree is a plus.
- Must have "Relationship Management" experience
- Financial background or education is required.
- Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
- Ability to make decisions and recommend services to new and existing relationships. Strong interpersonal skills and good oral and written communication skills.
- Proven ability to develop new relationships within military communities. Military service, military spouse, or strong knowledge of the military is required. Government benefits experience is a plus.
- Salesforce Financial Services Cloud is beneficial.
- Microsoft Office applications are preferred.
- Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial.
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Financial Advisor, Wealth Management - Washington, United States - CoreTechs
Description
Relationship ManagerRemote
Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships. Develop, maintain, and expand relationships by actively promoting our services to existing and prospective clients.
EDUCATION & SKILLS REQUIRED:
req
