Junior Wealth AdvisorWealth Manager Trainee
Junior Wealth AdvisorWealth Manager Trainee
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Salary Not Disclosed
1 Vacancy
Job Description
Junior Wealth Advisor
Job Description
WMX Group Holdings Inc.. (WMXG:OTCBB) is a leading ISO certified investment holding company. WMX Group Holdings Inc. (WMXG:OTCBB) professionals provide consultant services in mergers and acquisitions financings transaction opinions and restructurings for companies worldwide. Guiding management teams and stakeholders through the transaction process we leverage years of experience judgment and analytical prowess to maximize value for our clients.
Primary Function
As part of our team of specialists the Junior Wealth Advisor ensures our most complex clients planning needs are identified and met through a comprehensive approach to their total wealth and overall objectives.
Serve as primary resource for clients with complex needs around the world executive compensation philanthropy business succession planning
Serve as resource for clients with complex estate planning needs
Responsible for deepening and strengthening client relationships with WMX
Apply by submitting your resume to
Account managers analysts money managers investment advisor representatives and other executives in an investment firm must be licensed. To satisfy the securities laws and regulations dealing requirements of some states Series 63 license holders must also hold a Series 65 license. These licenses are required for this position being applied for whether these licenses are held prior to applying or earned as a part of an internal executive training program.
Required Experience:
Manager
Employment Type
Trainee
