We are seeking a motivated and client-focused Wealth/Financial Advisor to join our team. The ideal candidate will be responsible for delivering comprehensive financial planning and investment advice tailored to individual clients’ goals, risk tolerance, and financial situation. You will help clients make informed decisions about investments, retirement planning, estate planning, tax strategies, and other financial matters.
Duties:
-
Build and maintain strong client relationships through regular communication and trust-building.
-
Analyze clients' financial information to develop personalized financial plans and investment strategies.
-
Recommend appropriate products and services including investments, insurance, tax planning, and retirement solutions.
-
Monitor financial plans and portfolios, adjusting strategies in response to changes in client circumstances or market conditions.
- Maintain a deep understanding of market trends, financial instruments, and regulatory changes.
-
Conduct periodic reviews and performance reporting with clients.
-
Comply with all regulatory requirements, internal policies, and ethical standards.
-
Collaborate with internal teams (e.g., compliance, research, tax specialists) to deliver comprehensive solutions.