Vortex Staffing

This is a client facing sales role focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences. Job…

Key Responsibilities Proactively expand and manage the firm’s client base through networking and outreach Conduct financial assessments to provide solutions aligned with clients’ goals and needs Develop strategies to acquire and retain clients across different wealth segments Monitor and manage…