Job Overview:
Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients’ immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.
Responsibilities:
Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
Handling and executing client transaction and general customer service requests.
Prepare client reports and proposals as required
Support other departments and independent ...