Hybrid Robo-Human Wealth Advisor
WTW inc.
Willis Towers Watson seeks an Investment Advisor Representative to deliver ongoing investment advisory services to individual clients within a technology-enabled, hybrid robo-human model. You will review model outputs, apply professional judgment, and communicate clear recommendations, while adhering to regulatory requirements and maintaining high client service standards.
Responsibilities include portfolio construction, asset allocation, and monitoring across multiple client engagements, with
#J-18808-LjbffrVacancy posted 2 days ago
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