Private Wealth Management Investment Consultant
Core
Advise clients on investment opportunities and recommend strategies to meet financial goals through financial planning and wealth management.
Role type
Private Wealth Management Investment Consultant (Relationship Manager)
Builds
Individualized investment strategies and client presentations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment analysis, Financial planning, Client relationship management, Strategic consulting, Regulatory compliance, Business development
Preferred skills
Military background
Technologies
N/A
Responsibilities
Advise clients in accordance with the Team's agreed upon strategy, Analyze investment opportunities and client needs, Maintain and develop client relationships, Prepare and deliver presentations/seminars to clients and prospects, Comply with all industry rules and regulations
Seniority
Mid-Senior level (3-5 years experience required)