Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.
Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.
Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.
Collaborate with internal specialists to provide holistic wealth management solutions.
Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.
Educate and guide clients through complex financial concepts to support informed decision- making.
Qualifications:
2-3 years' experience as Financial Advisor preferred.
Bachelor's degree in related field and CFP, CFA, ChFC strongly preferred
Must have a Book of Businessto bring to the firm
Apply to this Job
First Name *
Last Name *
Email
Phone
Yes
No
Do you consent to receiving text messages related to employment opportunities from Your Talent Team at this number?
Msg&data rates may apply. Msg frequency varies. Text STOP to opt-out or HELP for assistance.
Don't see a job that matches your experience or interests? We may have other opportunities in the works. Best that we're prepared with you in mind. Thus, feel free to submit a General Applicationso that we can have your profile accessible and try to get in touch if an opportunity exists or arises that may match your experience.