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FINANCIAL PLANNER

At Phillips Wealth Management, you will collaborate closely with a seasoned financial consultant who boasts over 20 years of experience in investment banking, credit analysis, and wealth management. Our focus is on fostering a successful partnership that prioritizes your financial aspirations.

LOCATION

Nationwide

EMPLOYMENT TYPE

Full-Time

What You’ll Do

    In your role, you will engage in comprehensive discussions with clients to understand their financial goals. We emphasize the importance of personal meetings, where insightful questions will be posed to help clarify and define your aspirations. This collaborative approach is fundamental to our financial planning process and ensures a tailored experience.
    You will also analyze clients' financial situations, develop personalized investment strategies, and provide ongoing support to help them stay on track. Our commitment is to be proactive in managing your wealth, ensuring that your financial journey is both successful and fulfilling.

Who You Are

    You are a motivated financial professional with a passion for helping clients achieve their financial dreams. Your skills in communication and relationship-building are complemented by a strong analytical mindset that enables you to devise effective financial strategies.
    Additionally, you possess a deep understanding of market trends and investment opportunities. Your ability to listen and respond to clients’ needs will set you apart as a trusted advisor in their financial journey.

PHONE

912-342-7373

OFFICE

1111 Glynco Parkway, Suite 36

Brunswick, GA 31525

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Investment Adviser Representative: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

 

Branch address: 1111 GLYNCO PARKWAY SUITE 36, BRUNSWICK, GA 31525

 

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com .

 

Important Information and Form CRS | Business Continuity Plan

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