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Job Description:
High Net Worth Representative
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Detroit Metro area! While you will work from home, you must reside near the Greater Detroit area a s occasional in-person participation with your peers is an important part of our culture . We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.
The Purpose of Your Role
As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million , and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
The Value You Deliver