Wealth Advisor
Morton Wealth
Calabasas, Los Angeles County$71,539 - $71,539 est.Full-timePosted 1 day ago
Requirements Daily responsibilities include: Provide clients with investment and financial planning advice, which includes: overseeing portfolio design, making new alternative investment recommendations and general client communication regarding investments. Connect with clients on a regular basis via text, video, phone or social gathering. Oversee the accuracy of client planning services and review portfolio for recommendations/changes. Provide each client with a "WOW" moment at least once per…
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