DUCA
Senior Wealth Advisor Role at DUCA
Job Description
Shape financial futures as a Senior Wealth Advisor at DUCA, specializing in investment and retirement planning. Utilize your expertise to provide personalized services that drive client loyalty.
Reporting to the VP of Wealth Management, this role emphasizes the consolidation of assets and building a strong client portfolio through meticulous portfolio reviews and targeted outreach. You will leverage your knowledge alongside our partners to educate clients, conduct investment sessions, and generate referrals actively. This is a pivotal role that combines analytics and rapport-building to fulfill client financial needs.
Key Responsibilities:
• Build and manage high-value wealth portfolios
• Make proactive client calls for financial services
• Conduct thorough investment portfolio analyses
• Collaborate on financial plans using analytic tools
• Drive asset consolidation with existing clients
Requirements:
• Complet...
Reporting to the VP of Wealth Management, this role emphasizes the consolidation of assets and building a strong client portfolio through meticulous portfolio reviews and targeted outreach. You will leverage your knowledge alongside our partners to educate clients, conduct investment sessions, and generate referrals actively. This is a pivotal role that combines analytics and rapport-building to fulfill client financial needs.
Key Responsibilities:
• Build and manage high-value wealth portfolios
• Make proactive client calls for financial services
• Conduct thorough investment portfolio analyses
• Collaborate on financial plans using analytic tools
• Drive asset consolidation with existing clients
Requirements:
• Complet...