High net worth client financial planning specialist

Financial Planner Position Overview


We are seeking an experienced Financial Advisor to manage high-net-worth clients and deliver tailored financial planning advice.




Job Description:


* The ideal candidate will have a minimum of 3 years experience in a brokerage environment.

A QFA certification is highly desirable for this position. Strong analytical, problem-solving, and communication skills are also required.

Apply

Create an E-mail Alert

Job alert activated

Saved

Save