Ascendo is excited to present an amazing opportunity in the dynamic financial services sector! If you’re driven by the chance to build lasting relationships, offer meaningful financial guidance, and empower clients to achieve their goals, this role could be your next big step. Join a team that values integrity, collaboration, and growth, supported by proven strategies and comprehensive resources to set you up for success. Take this opportunity to make a lasting impact on clients’ lives while advancing your career in a supportive and forward-thinking environment.

Responsibilities:

• Build and maintain strong client relationships through both internal and external referral networks.
• Provide tailored financial advice and solutions, adapting to clients’ evolving goals and priorities.
• Conduct regular client reviews and make recommendations to strengthen partnerships and achieve objectives.
• Collaborate with specialists across various areas such as investment management, insurance, and estate planning to deliver holistic solutions.
• Actively engage in community and networking activities to drive market growth and visibility.
• Stay current with industry trends and apply insights to support client needs and business objectives.

Qualifications:

• Extensive experience in the financial services industry.
• Bachelor's degree from a recognized institution.
• Relevant certifications (e.g., Series 7, 63/65, or 66), with additional designations being a plus.
• Demonstrated success in business development and client acquisition.
• Strong interpersonal and communication skills to effectively engage clients and colleagues.

Benefits:

• Comprehensive medical, dental, and vision insurance plans.
• Employer-supported savings plans, including 401(k) with a generous match.
• Paid leave for parental needs and family care.
• Ongoing education and training programs to support professional growth.
• Access to mentoring and networking opportunities to enhance career development.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.