Alan B. Lancz and Associates, Inc., a nationally recognized, fee-based Money Management Firm, is seeking an experienced Wealth Management Professional to join our advisory team. This is a potential partnership opportunity for a seasoned professional with a client-centric focus, solid communication, problem solving and technology skills, who values transparency and fiduciary responsibility.
Core areas of expertise should include qualified retirement plans, real estate and alternative investments, tax and financial planning, as well as various types of investment analysis.
A flexible part-time position would also be considered to facilitate the demands of new clients interested in our variety of custom-designed services.
Compensation includes a base salary commensurate with experience, a solid bonus structure based on success, along with benefits and a flexible schedule as needed. Respond with a detailed cover letter and resume to: [email protected].
All inquiries will be held in strict confidence.
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
Work Location: In person
