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.
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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.
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Personal Assistant Have you worked in environments where you are privileged with confidential information, have you worked in a "home environment" for a high net worth individual and were you trusted with all aspects of this persons life and family? If so, let's connect...