Financial Wealth Advisor
Mangrum Career Solutions LLC
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
Vacancy posted more than 2 months ago
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