The Concierge Associate is responsible for contacting prospective clients, presenting the firm philosophy and product offerings, and setting the advisory team up for success. The Concierge Specialist gathers preliminary client data to build a baseline financial plan and introduces the prospect to their advisory team.
Primary Duties:
Requirement
Key Benefits
At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.
...is you, please see full description below! E-Commerce Food Company is seeking a Digital Content Coordinator to play a key role in... ...advertising campaigns across various platforms including Facebook, Google, TikTok, and Reddit. As a Digital Content Coordinator, you...
A well-established construction/manufacturing organization focused on commercial agriculture is seeking an experienced compliance professional with a legal and contract background. This role is 100% onsite. Position Qualifications: ~ Associate degree in in Construction...
...Professional Business Coach who has built and scaled the business you are setting out to build The Role You Will Play This is a Entrepreneur / Business partnership opportunity that would allow you to achieve the ultimate balance between financial success and meaningful...
..., a proud member of the Medical Services of America family, is currently seeking an experienced Part-Time/PRN Home Health Social Worker for our Home Health location in Smyth Co, Washington Co. (Smyth Co, Washington Co) VA. Provides services in accordance with...
...$22 $30/hour Summary: Join our growing team as a Remote Call Center Representative and enjoy the flexibility of working from home. In this role, youll provide first-line support by addressing common customer concerns, assisting with account management tasks...