Client Relationship Executive

What You'll Be Doing

• Help individuals and business owners make clearer decisions about their financial future
• Learn structured advisory and planning frameworks used by professionals
• Have real conversations that guide people toward their personal goals
• Build long-term client relationships based on trust
• Develop presentation, negotiation, and problem-solving skills
• Grow your own portfolio with mentorship and team support

Who This Role Fits

• Individuals exploring a new direction with proper training provided
• People who enjoy talking to others and making a positive impact
• Any background: teaching, hospitality, sales, engineering, admin, etc.
• Those who want skills that remain valuable for life
• Self-motivated individuals who prefer growth over routine

What You'll Receive

• Step-by-step onboarding and structured learning program
• 1-to-1 mento...