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Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for an Wealth Adviser. This is an opportunity for an intelligent, positive and responsible person with high initiative, strong communication skills, and a desire to learn.
Destination Wealth Management is a values based financial services firm with a friendly, open environment where a highly motivated, independent work style is rewarded through personal growth and professional advancement.
The Wealth Adviser position primarily focuses on maintaining and adding value to existing and new client relationships, as well as interacting with other professionals in a team-based structure.
This is an ideal position for someone who enjoys working directly with a wide range of clients and has the experience and knowledge to make each relationship valuable.
Perform portfolio reviews and discussions with clients