Senior Financial Advisor - VP Private Client

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor's degree in Finance, Business Administration, or related field., Minimum of 5 years of experience in financial advisory or wealth management., Strong analytical skills and proficiency in financial modeling., Excellent communication and interpersonal skills..

Key responsibilities:

  • Provide personalized financial advice to high-net-worth clients.
  • Develop and implement investment strategies tailored to client needs.
  • Conduct regular portfolio reviews and performance analysis.
  • Collaborate with internal teams to ensure comprehensive client service.

Empower logo
Empower Financial Services XLarge https://www.empower.com/
10001 Employees
See all jobs

Required profile

Experience

Industry :
Financial Services

VP / Group Director of Corporate Finance Related jobs