Remote Private Wealth Advisor for High-Net-Worth Clients

Edward Deane - Private Wealth Manager at Chase Buchanan; Illinois; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work option

Job summary

Chase Buchanan is seeking an experienced Private Wealth Adviser to deliver holistic financial guidance to high net worth clients, designing asset allocations and tailored plans that fit their unique circumstances and risk tolerance. You will support clients by building long-term relationships and providing data-driven advice in a dynamic wealth management environment.

The role offers access to a diverse product range, full administrative support, and the regulatory backing needed to grow an

Qualifications

• Fluent in spoken and written English.
• Experience providing financial advice and building client relationships.
• Strong numerical analysis and data-based decision making.
• Excellent communication, negotiation and presentation skills.

Responsibilities

• Providing strategic advice across a variety of financial products and services;
• Assessing clients’ overall financial situation, understanding their needs and developing a solid financial plan that delivers their objectives;
• Guiding clients towards profitable and secure financial decision-making;
• Overseeing the delivery of the agreed financial plan, reviewing and updating it if and when necessary;
• Ensuring all advice and actions comply with industry rules and regulations.

Skills

Verbal and written communication

Negotiation skills

Presentation skills

Analytical thinking

Networking & business development

Education

Level 4 Diploma for Financial Advisers

Job description

Chase Buchanan is seeking an experienced Private Wealth Adviser to deliver holistic financial guidance to high net worth clients, designing asset allocations and tailored plans that fit their unique circumstances and risk tolerance. You will support clients by building long-term relationships and providing data-driven advice in a dynamic wealth management environment.

The role offers access to a diverse product range, full administrative support, and the regulatory backing needed to grow an