Financial Wealth Advisor

Responsibilities: 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 Business to bring to the firm

Created: 2025-11-14