Join Our Team as a Wealth Preservation Advisor!

We're looking for a Wealth Preservation Advisor to help strengthen relationships with our clients and enhance their overall experience. In this role, you'll be the bridge between our team and our clients, ensuring smooth communication, excellent service, and long-term engagement.

Key Responsibilities:

• Serving as a primary point of contact for clients, addressing inquiries and providing support.
• Building and maintaining strong relationships to enhance client satisfaction and retention.
• Assisting in onboarding new clients and ensuring they have a seamless experience.
• Collaborating with internal teams to align client needs with business objectives.
• Gathering client feedback and insights to help improve services and engagement strategies.
• Managing client communications, including emails, follow-ups, and updates on services.

This position is perfect for someone who is detail-oriented, personable, and passionate about creating exceptional client experiences. If you thrive in a collaborative environment and enjoy building meaningful connections, we'd love to hear from you!