We are a dynamic and rapidly growing Financial Advisory team that is experiencing explosive growth. We are a highly responsible, relationally focused team of professionals who strive to dramatically enrich the lives of those around us.
We believe in having fun, building relationships built on trust and mutual respect, and treating our team members like family. We are seeking an individual who can plan and achieve prospecting and sales targets while providing a first-class experience to all clients that enhances the company brand. We need someone who can manage a team, understand the needs of clients, and negotiate sales to an effective close.
The Center for Wealth Preservation was founded with the mission of assisting clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each client, we strive to help create financial stability and security for a life of greater confidence, choice, and freedom. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.
We have 5 areas of practice specialization: