Responsibilities

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You listen to members’ and clients’ needs, offer them advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals and make their projects happen. You work closely with mass‑affluent individuals, businesses, and business owners across all life stages. Your client base has high business development potential, so interpersonal savvy is essential. You prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers, and tax strategies. You also support the financial empowerment of members and clients while balancing member/client...