Wealth Advisor

Job Description Job Description ROLE OVERVIEW Reporting to AVP Wealth or Manager, Wealth Advisors, the Wealth Advisor contributes positively to the bottom line of ACU Wealth Management by playing a key role in providing financial advice and building relationships among our current and new Aviso Mutual Fund members. This position will be proactive in cross-selling new business to our current members, will be required to create an annual business plan to build the business, and will provide finan…