Registered Client Advisor

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.

As we grow, we are seeking a Registered Client Advisor to manage highly coveted, long-standing client relationships of the firm. The Registered Client Advisor will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment.

When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!

**Essential Duties and Responsibilities**

+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Support the firm’s...