Client Servicing Retirement Planner - Wexford

Job summary

We know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. We re here to change that — not just for retirees, but for the Client Servicing Retirement Planners (CSRP) we hire.
This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales.

• Own and manage a dedicated book of clients
  
• Lead annual reviews, tax planning meetings, and ongoing strategy discussions
  
• Deliver an unmatched client experience across investment insurance legal and tax
  
• Be the central relationship driver supported by our in-house team of CPAs attorneys and client service professionals
  

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Job description

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