Investment & Wealth Manager / Consultant

Bizsentials Consulting; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is on the lookout for an Investment & Wealth Manager / Consultant to provide expert financial planning and investment strategies. In this role, you will work closely with entrepreneurs and small business owners, helping them create sustainable financial plans and diversify their investments. Your expertise will guide clients through retirement planning, risk management, and wealth preservation, ensuring they build long-term wealth strategies. This fully remote position offers flexibility and the chance for long-term consulting contracts, making it an exciting opportunity for those passionate about financial growth and client success.

Qualifications

• 5+ years of experience in wealth management or financial advising.
• Strong knowledge of retirement planning and investment vehicles.

Responsibilities

• Develop customized investment and wealth management plans for clients.
• Educate clients on various investment options and strategies.
• Monitor market trends and provide updates on investment opportunities.

Skills

Wealth Management

Financial Advising

Investment Consulting

Risk Management

Tax-Efficient Investment Strategies

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Job description

Overview:

Bizsentials Consulting is seeking an Investment & Wealth Manager / Consultant to provide financial planning, investment strategy, and wealth-building advice to entrepreneurs and small business owners. This consultant will help clients create sustainable financial plans, diversify investments, and build long-term wealth strategies.

Responsibilities:

• Develop customized investment and wealth management plans for business owners.
• Educate clients on investment options, including stocks, bonds, real estate, and alternative assets.
• Provide strategic advice on retirement planning, financial independence, and wealth preservation.
• Guide clients on risk management, tax-efficient investment strategies, and financial security.
• Assess financial goals and create action plans to build generational wealth.
• Offer insights on business exit strategies, asset protection, and estate planning.
• Monitor market trends and provide updates on investment opportunities and financial risks.

Requirements:

• 5+ years of experience in wealth management, financial advising, or investment consulting.
• Strong knowledge of retirement planning, investment vehicles, and portfolio diversification.
• Experience advising small business owners and entrepreneurs on financial growth.
• Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar credentials preferred.
• Ability to develop customized financial plans tailored to business owners' needs.

Preferred Qualifications:

• Experience in estate planning and business succession planning.
• Background in alternative investments, including real estate and venture capital.
• Strong network of financial institutions and investment partners.

Compensation & Work Structure:

• Contract-based position with compensation per project or hourly consulting rate.
• Fully remote with flexible scheduling.
• Opportunity for long-term consulting contracts with clients.