Associate Financial Advisor
Wisepath Group · Raleigh, NC
$70k/yr (est.)Posted 12d agoSales
Position summary
Associate Financial Advisor Position Overview This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner. Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. Participate in client meetings to assist w…
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