Client Associate Role:
The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives.
About Precision:
Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose. Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we
Compensation:$50,000 - $80,000 yearly
Essential Functions/Responsibilities:
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients nationwide. We provide financial advising, planning, and consulting services to Individuals, Families, and Businesses. PWS has a refined process that empowers clients to think bigger, accomplish more for themselves and the people they love, and implement their dream plans with less risk and less tax as our primary focus. PWS prides itself in providing a positive, team-focused atmosphere not only for clients but employees.
Client Associate - Associate Advisor • Saint Louis, MO, US
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