Hybrid Senior Wealth Advisor – Financial Planning (Remote)

Boston Staffing Partners; Livonia (MI); Hybrid; USD 80.000 - 110.000; Vollzeit

Zusammenfassung

A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial planning, proven investment management experience, and relevant certifications like CFP or CFA. The advisor will build lasting client relationships, develop tailored financial strategies, and conduct portfolio reviews to ensure client satisfaction.

Qualifikationen

• Must have strong skills in Financial and Retirement Planning.
• Experience in investment management is essential.
• Proven expertise in Wealth Management Services.

Aufgaben

• Provide comprehensive wealth management services to clients.
• Develop strategies to help clients achieve financial goals.
• Conduct regular reviews of client portfolios.

Kenntnisse

Financial Planning

Retirement Planning

Investments

Wealth Management Services

Interpersonal Skills

Communication Skills

Client Relationship Management

Analytical Skills

Problem-Solving Skills

Ausbildung

Bachelor’s degree in Finance, Business, or related field

Relevant certifications such as CFP or CFA

Jobbeschreibung

A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial planning, proven investment management experience, and relevant certifications like CFP or CFA. The advisor will build lasting client relationships, develop tailored financial strategies, and conduct portfolio reviews to ensure client satisfaction.