Financial Advisor

Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth clients.
• Develop customized wealth management strategies aligned with client goals and risk tolerance.
• Manage and monitor client investment portfolios, adjusting strategies as needed.
• Possess prospecting, acquiring, and growing new client relationships to expand the book of business.
• Deepen existing relationships through proactive communication and ongoing reviews.
• Collaborate with internal specialists in tax, trust, and banking to deliver integrated solutions.
• Ensure all recommendations comply with regulatory, legal, and internal policy requirements.
• Prepare and present financial plans, proposals, and performance reports to clients.
• Maintain detailed client records using CRM and financial planning tools.
• Participate in continuous learning to stay current on markets, products, and regulations.

Requirements

• Financial planning
• Investment portfolio management
• Wealth management
• Risk assessment and mitigation
• Retirement and estate planning
• Client relationship management
• Financial analysis and modeling
• Regulatory and compliance knowledge
• Sales and business development
• CRM and financial planning software

Qualifications

Preferred qualifications include:

• Bachelor's degree in finance, economics, or a related field.
• Experience in wealth management or financial advising.
• Knowledge of regulatory compliance and policies.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.