Private Wealth Advisor
1 week ago
Company Description
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Role Description
This is a contract remote role for a Private Wealth Advisor. The Private Wealth Advisor will be responsible for providing personalized financial planning, managing business relationships, designing estate plans, and offering investment strategies. The role involves collaborating with clients to understand their financial goals and creating tailored strategies to meet their short-term and long-term financial objectives.
Qualifications
- Expertise in Financial Planning and proficiency as a Certified Financial Planner
- Experience in Business Relationship Management
- Knowledge of Estate Planning practices
- Strong understanding of Investments and portfolio management
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
- A bachelor's degree in Finance, Business, Economics, or a related field
- Relevant certifications (e.g., CFP, CFA) are highly advantageous
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