Private Wealth Management Specialist

Job Description

Company Description SFS Holdings LLC dba Specialty Freight & Courier is a package and freight delivery company headquartered in Jacksonville, Florida, United States. The organization focuses on reliable, time-sensitive delivery solutions for a wide range of commercial and individual clients. Operating from its Salisbury Road location, the company supports logistics needs across diverse industries. Team members contribute to a service-driven culture that values efficiency, accuracy, and customer satisfaction. As the company grows, it is expanding roles that support both operational excellence and long-term financial stability.\n
Role Description This full-time remote Private Wealth Management Specialist role is responsible for supporting the financial well-being of company stakeholders through comprehensive wealth planning and investment guidance. On a day-to-day basis, the specialist will analyze financial information, develop personalized financial plans, and recommend appropriate investment strategies aligned with risk tolerance and long-term goals. The role includes monitoring portfolios, preparing financial reports, and communicating performance updates and market insights in clear, accessible terms. The specialist will collaborate with internal teams to ensure that wealth management strategies align with broader business objectives and regulatory requirements. The position requires proactive client communication, ongoing market research, and continuous improvement of financial planning processes in a remote work environment.\n
Qualifications
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• Strong Financial Planning and Finance skills, with the ability to design and implement comprehensive wealth management strategies.
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• Robust Analytical Skills for evaluating financial data, market trends, and investment performance.
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• Experience in Investment Management, including portfolio construction, risk assessment, and asset allocation.
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• Effective Communication skills for explaining complex financial concepts and collaborating with stakeholders.
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• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications (e.g., CFP, CFA) are an advantage.
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• Knowledge of financial regulations, compliance requirements, and ethical standards in wealth management.
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• Proficiency with financial planning tools, portfolio management software, and standard office applications.
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• Ability to work independently in a remote setting, manage multiple priorities, and maintain confidentiality and professional judgment.
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