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.
Report This Job
Help us maintain the quality of our job listings. If you find any issues with this job post, please let us know.
Select the reason you're reporting this job:
Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ΒΉ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. Weβre continuing to grow β and innovate β every day.
Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.
Disclosures: https://www.empower.com/social-media/.
----------------------------------------------------------------------------------------
ΒΉ 1 As of April 1, 2022.