Job Description

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

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