Wealth Management Advisor

Job Overview We are seeking a highly skilled and client-focused Wealth Management Advisor to join our financial services team. The ideal candidate will provide comprehensive wealth management solutions, including estate planning, investment management, and financial analysis, to help clients achieve their financial goals. This role requires a deep understanding of financial concepts, securities law, tax strategies, and estate law, combined with excellent customer relationship management skills. The Wealth Management Advisor will work closely with clients to develop personalized financial plans and offer tailored advice on asset management, cash flow strategies, and portfolio optimization. This position offers an opportunity to make a meaningful impact by guiding clients through complex financial decisions within a professional and collaborative environment. Responsibilities • Develop and implement customized wealth management strategies for high-net-worth clients, including estate planning, investment management, and tax-efficient solutions. • Conduct comprehensive financial analysis to assess clients’ current financial status and identify opportunities for growth and risk mitigation. • Provide expert guidance on securities law, wills, trusts & estate law, and other legal considerations affecting wealth transfer and estate planning. • Manage client portfolios by monitoring investment performance and adjusting strategies in accordance with market conditions and client objectives. • Educate clients on various financial concepts such as cash management, accounting principles, and financial services options to enhance their understanding of their investments. • Maintain strong client relationships through regular communication, reviews, and updates on market trends and portfolio performance. • Stay current with industry regulations including securities law and tax laws to ensure compliance and optimal client outcomes. • Utilize advanced financial software for research, analysis, reporting, and portfolio management tasks. • Collaborate with internal teams to deliver comprehensive financial planning services that encompass banking, asset management, corporate accounting, and research. Experience • We don't hire degrees, we hire passion and committment to be self-employed. • Previous roles: Accountants, Bookkeepers, Finance, Economics, Teacher • Familiarity with financial analysis tools and software used in the industry for research and reporting purposes. • Background in accounting—public accounting or corporate accounting—is advantageous for understanding complex financial statements. • Excellent customer relationship management skills with the ability to communicate complex information clear passionate about finance and dedicated to delivering exceptional service in a dynamic environment. Job Types: Full-time, Part-time, Contract Pay: $40,000.00 - $100,000.00 per year Expected hours: 10 – 40 per week Benefits: • Flexible schedule • Professional development assistance • Referral program Experience: • Financial acumen: 1 year (Preferred) Language: • English (Preferred) Work Location: Remote Apply tot his job