Wealth Planner - Bluerock Wealth Management

Job description

Your Future Team Bluerock Wealth Management is an established and successful financial advisory practice that is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by the purposeful construction of a well-diversified team, valuing diversity of backgrounds and skills. It is through this ensemble approach that we attempt to create ever-increasing value to our clients. This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven, and inclusive approach. What You'll Do We are looking for a Wealth Planner to help bring our mission to life. The Wealth Planner is an important team member...