Financial Advisor

Job Summary

We are seeking an experienced Financial Advisor / Wealth Management Consultant to support clients with comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies. The ideal candidate will have experience advising High-Net-Worth (HNW) and Mass Affluent clients and possess strong client relationship management skills.

Required Qualifications

• Minimum 3+ years of experience in Personal Financial Advisory, Financial Planning, or Private Wealth Management
• Active CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) certification is mandatory
• Experience advising High-Net-Worth (HNW) and/or Mass Affluent clients
• Strong expertise in Financial Planning and Wealth Management
• Hands-on experience with Investment Management and Portfolio Advisory
• Experience with Retirement Planning, including:
  • 401(k)
  • Traditional IRA
  • Roth IRA
  • Retirement Income Planning
• Knowledge of Tax Planning and Wealth Preservation strategies
• Strong client-facing communication and relationship management skills
• Understanding of financial services regulations, compliance requirements, and fiduciary responsibilities
• Ability to work independently in a remote consulting environment

Preferred Qualifications

• Experience working with Registered Investment Advisors (RIA), Wealth Management Firms, Private Banking, or Financial Advisory Organizations
• Experience supporting affluent, high-net-worth, or ultra-high-net-worth clients
• Knowledge of Estate Planning concepts and long-term wealth strategies
• Strong analytical and financial modeling skills

Responsibilities

• Provide personalized financial planning and wealth management guidance
• Advise clients on investment strategies, portfolio allocation, and retirement planning
• Assist clients with 401(k), IRA, and retirement income planning solutions
• Support tax-efficient investment and wealth preservation strategies
• Build and maintain trusted client relationships
• Conduct financial reviews and recommend appropriate planning solutions
• Ensure adherence to regulatory and compliance standards
• Collaborate with internal stakeholders and client-facing teams as needed

Ideal Candidate Background

• Financial Advisor
• Wealth Advisor
• Private Wealth Advisor
• Financial Planner
• Certified Financial Planner (CFP)
• Investment Advisor
• Private Client Advisor
• Wealth Management Consultant
• Personal Financial Advisor

📩 Interested candidates, please share your updated resume and contact details for immediate consideration.