Servicing and advising clients relative to their wealth management, investment, and financial planning needs. CFP or CFA designation (preferred).
Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established
You will be responsible for overseeing multiple projects at once and communicating efficiently with upper managment and directly with our clients.
Our administrative coordinators manage the administrative details for our service to each client family, and are generally the first point of contact for our
Voluntary plans such as vision, life insurance, accident, hospitalization, critical illness, short- and long-term disability insurance and pet insurance.