This is a unique position at a special company based in Walnut Creek, CA.
Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Service Wealth Advisor. This is an opportunity for an intelligent, positive and responsible person with high initiative, strong communication skills, and a desire to learn.
The Service Wealth Advisor position primarily focuses on maintaining and adding value to existing and new client relationships, as well as interacting with other professionals in a team based structure. However, a component of the job does call for identifying, developing, and executing business opportunities for the company. This is a position for an experienced professional with several years experience in investment management and financial planning.
This is an ideal position for someone who enjoys working directly with a wide range of clients and has the experience and knowledge to make each relationship valuable.
Perform portfolio reviews and discussions with clients