Part-Time Advisor Assistant at Impact Wealth Management — NeverHard

Job Description Impact Wealth Management is a full-service wealth advisory practice comprised of a group of deeply committed professionals who deliver exceptional guidance and personalized client experience to a select group of individuals, families, and owners of closely held businesses both locally and around the country. We help clients define and pursue what matters most. Duties and Responsibilities: Prepare and process to completion all forms and documents for new client account opening. T…