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Note: The job is a remote job and is open to candidates in USA. Center for Wealth Preservation (CWP) is a firm that focuses on delivering white-glove client service through a boutique model for advisors. As a Wealth Manager, you will influence how clients protect their families and plan for the future, providing guidance during critical moments with a focus on performance and accountability.
Responsibilities
Evaluate situations, manage risk, and provide clear direction when complexity or uncertainty exists
Learn how to perform under pressure and make decisions that stand up over time
Skills
Discipline
Accountability
Desire to perform at a high level
Benefits
Dedicated Sales Execution Team– You drive strategy; we help drive results
Tailored Compensation– Earnings programs aligned to your goals and experience
Lead Program– Qualified opportunities to accelerate growth
Accelerated Growth Path– Develop into a top-tier advisor in months, not years
Unmatched Support– Financial planning with expert case design from our attorney and CFP on staff, as well as an in-house dedicated marketing team
Flexibility– Work from anywhere without sacrificing support or standards
Teaming Model– Collaborate with other high performers to expand capacity
Culture That Performs– Growth-focused, professional, and built around execution
Structured training, proven strategies, and access to experienced mentors
Company Overview
We specialize in building & protecting wealth for individuals, families, & businesses. It was founded in 2004, and is headquartered in Syosset, New York, USA, with a workforce of 51-200 employees. Its website is https://cwpmetro.com/.
