Details
09/05/2018
Financial Advisor
Centricity Wealth Management
Boutique financial services firm is seeking a highly motivated professional with a high-degree of personal organization and responsibility to help support and grow the firm. An individual who will thrive in this role is detail minded, motivated, willing to take initiative and dedicated to a high level of customer service. This individual will need to excel in a small team environment where they are encouraged to create solutions and take a personal touch to each client interaction. As a firm we specialize in a few specific areas which operate in the high net worth client space where we take a very personal approach in providing our clients with holistic planning solutions designed to address the complex financial challenges they face today. Working with many multi-generational families we serve as life planners, financial coaches, fiscal psychologists, investment management, divorce planning, estate planning, real estate planning, and asset protection services to help grow, protect, and transfer wealth for generations.
Contact Kara Gray: kgray@centricitywealth.com
