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Financial AdvisorWolf & Company - Oak Brook, ILBASIC FUNCTION: The Financial Advisor position maintains current Wolf Financial Group client relationships and focuses on fostering new client relationships encompassing many different Financial Planning capacities including Investment Planning, Retirement Planning, Education Planning, Employee Benefits Planning, Insurance Planning, Tax Planning, and Estate Planning. PRIMARY ACTIVITIES: Meet regularly with current and prospective clients to develop and enhance client relationships. Identify new client acquisition opportunities and work on expanding Wolf Financial Group's client base. Work with current and prospective clients to establish their Financial Planning goals. Develop appropriate investment portfolios for clients based on their risk tolerance, time horizon, and future goals. Meet... See job listing >30+ days ago from Jobfox - Save - Block - Flag - More Tools...
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Wolf & Company
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Headquarters:
99 High St Fl 21
Boston, MA 02110
Phone: 617-439-9700
http://www.wolfandcompany.com - Line of Business: Certified Public Accountants
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Key Numbers:
Company Type Private Company Revenue $10M - $50M Company Size 100 - 500 employees
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