Practice Manager

Jackson, Mississippi
Sep 04, 2020
Oct 04, 2020
Job Role
Employment Type
Full Time

Job Title: Practice Manager

Employer: Wealthview Capital, LLC

Location: Jackson, Mississippi

Salary: Competitive

Employment Type: Full Time

Level: Experienced

Job Description:

Wealthview Capital, LLC, a fee-only registered investment advisory firm based in Jackson, Mississippi is currently seeking an extroverted, experienced, and credentialed financial professional to join our team of dedicated advisors.

This is a leadership role with opportunities for career growth in a firm built of a team committed to a fiduciary standard of care that defines success by our clients’ ability to achieve their life’s goals.

The ideal candidate will be experienced (CFP designation preferred) with demonstrable management skills; someone who takes a people-first approach in relationship-building and enjoys collaborating within an ensemble firm model. This detail-oriented candidate will be exemplary in communication, presentation, time-management and organizational skills, have the desire to make a profound impact in the lives of clients through the prudent planning, management and utilization of their financial resources and has deep Mississippi roots.

Full job description with compensation details upon further interest.

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