Job Summary
A senior financial strategist plays a vital role in delivering expert financial guidance to clients, helping them achieve their long-term objectives and secure their financial futures.
* Cultivate and maintain strong relationships with clients, providing personalized financial solutions.
* Perform thorough assessments of clients' current financial situations and future goals.
* Develop and implement tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
* Regularly review clients' financial progress and adapt plans as needed.
Key Requirements
* Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
* Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
* Transferable client base and AUM.
* Excellent communication and interpersonal skills.
* Strong analytical and problem-solving abilities.
* Ability to work independently and collaboratively within a team environment.
Benefits
As a senior financial strategist, you will have the opportunity to make a meaningful impact on clients' lives while advancing your career in the finance industry.