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Associate Wealth Advisor
MBM Wealth Consultants is a rapidly growing registered investment advisory firm that is looking for a Certified Financial Planner or someone studying to become a Certified Financial Planner. This position would be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is known for its client centered approach and comprehensive planning ability. The ideal candidate has extensive financial planning experience and investment knowledge. The candidate would be responsible for maintaining the existing client base. Although the position is welcome to add clientele, there are no sales requirements. Responsibilities include: Build relationships with the fi
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