Relationship Manager
Center For Wealth Preservation
Hauppauge, NY US
Posted ago
Center For Wealth Preservation

At our firm, we offer enterprising people like you a place to grow: freedom and mentorship, upside, and stability. Design your own career, unfettered by inequity and barriers to advancement. We are looking for people like you, who want to change the world, one person at a time, starting with the communities they care for most. As a financial service professional, you will work directly with real people, with real dreams, facing real challenges as they prepare for long-term financial freedom. And you get to help them navigate that path.

Responsibilities

You will build on your natural abilities to connect with, nurture, educate, and guide others while honoring what’s important to you:

  • Working in an environment where your voice matters
  • Having an impact on people’s lives in a deep and meaningful way
  • Unlimited opportunity to create the kind of life you envision for yourself: financially, and in terms of flexibility and lifestyle
  • Leadership that supports you in your journey
  • Lots of opportunities for collaboration and mentorship
  • Cutting edge technologies that make doing business much easier

You will grow by…

  • Establishing networks and cultivating referrals
  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions through fact gathering and needs analyses
  • Broadening and deepening your skill set through ongoing professional development and joint work

Qualifications

  • Strong relationship builder with a focus on putting people first
  • Proven networker and connector of people
  • Dedicated worker: independent, self-motivated, and goal oriented

Compensation
$50,000 - $60,000 yearly
About Center For Wealth Preservation

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. 

Who knew a day at the office could be so rewarding? Anyone will tell you if there’s honor in what you do, it can make a world of difference. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.

We have 5 areas of practice specialization:

  • Business Solutions
  • Education Planning
  • Estate Planning
  • Retirement Planning
  • Special Needs Planning

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.