Relationship Manager/Associate Wealth Manager

Looking for a rewarding career in the financial industry? Join our team at Milestone Wealth and begin developing relationships with our clients and supporting their needs, with the goal of attaining your CFP and becoming an Associate Wealth Manager within two years.   Responsibilities: • Client Service: Personalized support ensuring exceptional client satisfaction. • Client Meetings: Attend, record notes, and assist with post-meeting tasks. • New Accounts: Seamless account openings with personalized