Investment Advisor
Core
Help high-net-worth individuals, families, and business owners reach their financial goals by providing personalized planning and investment advice.
Role type
Independent Investment Advisor (Wealth Management)
Builds
Customized investment portfolios and wealth management plans for high-net-worth clients.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound sales, client relationship building, financial planning, portfolio management, problem-solving
Preferred skills
Direct marketing, high-value sales, business development
Technologies
Investment platforms, portfolio management tools
Responsibilities
Build and maintain a client base of high-net-worth individuals; 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)