Wealth Advisor at DUCA

Become a Wealth Advisor with DUCA, where you'll provide tailored investment and financial planning solutions. Engage with clients across branches to optimize their investment portfolios and drive growth.
As a Wealth Advisor reporting to the VP of Wealth Management, you will focus on building a high-value client portfolio through strategic referrals and proactive outreach. Leveraging your financial expertise, you’ll conduct portfolio reviews, develop personalized plans, and collaborate with branch teams to enhance sales. Your role is crucial in consolidating assets and guiding clients to make informed investment decisions.
Key Responsibilities:
• Build a portfolio of high-value wealth clients
• Generate referrals through regular branch visits
• Proactively contact existing clients for services
• Conduct investment portfolio reviews and analysis
• Develop plans using financial planning tools
Requirements:
• Completion of relevant financial courses (CSC, CPH, WM...