Investment Advsior
Core
Help high-net-worth individuals, families, and business owners reach their life goals by providing strong planning and financial advice and managing complex financial needs.
Role type
Investment Advisor (Wealth Management)
Builds
Customized portfolios and wealth plans for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound sales, relationship building, financial planning, portfolio management, problem-solving
Preferred skills
Direct marketing, high-value sales, business development
Technologies
Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
Responsibilities
Build and maintain client relationships, create customized portfolios and wealth plans, foster long-term trusted relationships, establish reciprocal relationships with banking and insurance partners
Seniority
Mid-level (4-6 years experience)