Job Summary:
We are seeking a highly skilled Financial Strategist to join our team. As a key member of our financial services firm, you will be responsible for providing expert advice and guidance to high-net-worth individuals and families.
About the Role:
This is an exciting opportunity to leverage your expertise in wealth management to create personalized financial plans that meet the unique needs of our clients.
* Develop and manage a portfolio of high-net-worth clients, providing tailored financial strategies and investment advice.
* Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
* Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
* Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
* Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
* Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
* Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
Requirements:
* Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)
* Minimum of 5 years of experience in wealth management or a related financial advisory role
* Proven track record of managing and growing a portfolio of high-net-worth clients
* Strong knowledge of financial products, investment strategies, and market dynamics
* Excellent communication, negotiation, and interpersonal skills
* Ability to build and maintain long-term client relationships based on trust and integrity
* Proficiency in financial planning software and tools
* A transferable book of clients with over $5 million in Assets Under Management (AUM) is required
What We Offer:
* Competitive salary and performance-based incentives
* Comprehensive health and wellness benefits
* Opportunities for professional development and career advancement
* Supportive and collaborative work environment
How to Apply:
Interested candidates should submit their resume and a cover letter outlining their relevant experience and qualifications.