Licensed Mental Health Counselor providing high quality behavioral healthcare at LifeStance Health in South Kingstown, RI, with telemedicine and in - person options.
About the role
- Wealth Management Advisor position at Humanis Partners focusing on advising and providing financial solutions. Seeking candidates with expertise in finance and a strong client relationship background.
Responsibilities
- Advise on wealth management and real estate solutions
- Build and maintain close client relationships
- Serve as a wealth management expert
- Provide guidance and support to develop professional expertise
Requirements
- Degree or training in business or finance (or equivalent)
- Proven hands-on experience in banking, insurance, or finance
- Knowledge of the local economic environment
- Proven ability to develop direct and indirect client relationships
Benefits
- Autonomy in managing your activities
- Support from the group
- Opportunities to lead business development projects
- Close client relationships
- Access to a broad range of products
Job title
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Degree requirement
Location requirements
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