Found Description
Wealth Advisor
DUCA is looking for a Wealth Advisor to join our growing team!
Job Purpose & Summary
Along with our third-party Wealth Management partner, DUCA provides a fully comprehensive wealth management offering that encompasses a holistic Member‑centric experience delivered through a network of leading financial and investment professionals. Reporting to the VP, Wealth Management, the Wealth Advisor provides investment, retirement, and financial planning advice, focusing on consolidating investment assets through gathering new clients and reviewing existing portfolios.
Key Accountabilities & Duties
- Build a portfolio of high‑value Wealth clients across territory, driving net sales targets annually through branch referrals, internal and external prospecting activities.
- Generate branch referrals by visiting assigned branches regularly and building collaborative relationships with branch staff to identify clients wit...
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