Employed Wealth Adviser
Core
Manage and enhance an established portfolio of high-net-worth individuals, families, and institutions by delivering personalized holistic financial advice.
Role type
Senior IC wealth adviser (financial planning)
Builds
Client relationships and long-term financial strategies
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Investment strategy, asset allocation, retirement planning, tax optimization, estate planning, compliance, client relationship management
Preferred skills
Level 6 Diploma in Financial Advice (Adv DipFA), QCF Level 4 Diploma minimum, 5+ years experience in financial advisory
