Associate/Engagement Manager managing project workstreams in financial services consulting. Focusing on insurance and asset management with opportunities for growth.
About the role
- Financial Advisor providing investment advice and financial planning for clients with hybrid work options. Building relationships and offering services integrating wealth management.
Responsibilities
- Providing financial planning and investment advice
- Building relationships with clients
- Offering a broader depth of service integrating wealth management and financial services
- Participating in hands-on training and support in the office
Requirements
- Bachelor's Degree (preferred)
- State Insurance License or Willingness to Reinstate/Acquire
Benefits
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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