WealthWise Financial is a wealth management and financial planning firm which specializes in working with business owners, key executives and female investors. Our core services include fee-based wealth management, in-depth financial planning and corporate retirement plan consulting. This position is responsible for servicing existing clients, including portfolio discussion and financial planning. The successful candidate is a professional, energetic, self-starter who wants to contribute to a fast-paced, growing organization. Click to learn more: https://www.linkedin.com/jobs/view/10233050/
Feb 18, 2022