Wealth Coach - Honolulu

Only for registered members Honolulu, United States

1 month ago

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Job summary

Tardus Wealth Strategies is looking for a Senior Wealth Coach to run strategy sessions, craft cash flow plans, and enroll clients into coaching programs.

Responsibilities

    Presents tailored cash flow plans and communicate value clearlyDiligently follow upMaintain accurate CRM records tasks stage progression
    Coordinate smooth handoffs Track report improve personal metrics weekly Participate in weekly training role-play

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