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Junior Wealth Advisor
Job Description
WMX Group Holdings, Inc.. (WMXG:OTCBB) is a leading ISO certified investment holding company. WMX Group Holdings, Inc. (WMXG:OTCBB) professionals provide consultant services in mergers and acquisitions, financings, transaction opinions and restructurings for companies worldwide. Guiding management teams and stakeholders through the transaction process, we leverage years of experience, judgment and analytical prowess to maximize value for our clients.
Primary Function
As part of our team of specialists, the Junior Wealth Advisor ensures our most complex clients' planning needs are identified and met through a comprehensive approach to their total wealth and overall objectives.
· Serve as primary resource for clients with complex needs around the world executive compensation, philanthropy, business succession planning
· Serve as resource for clients with complex estate planning needs
· Responsible for deepening and strengthening client relationships with WMX
Apply by submitting your resume to lhenry@wmxgroup.com
Account managers, analysts, money managers, investment advisor representatives and other executives in an investment firm must be licensed. To satisfy the securities laws and regulations dealing requirements of some states, Series 63 license holders must also hold a Series 65 license. These licenses are required for this position being applied for, whether these licenses are held prior to applying or earned as a part of an internal executive training program.