Anonymous Company
A company is looking for a PWM Private Wealth Advisor in Remote, TX. Key Responsibilities: Provide financial advice and guidance to clients on wealth management strategies Develop and maintain client relationships to understand their financial goals and objectives Create customized financial
Job Summary
A company is looking for a PWM Private Wealth Advisor in Remote, TX.
Key Responsibilities:
- Provide financial advice and guidance to clients on wealth management strategies
- Develop and maintain client relationships to understand their financial goals and objectives
- Create customized financial plans and investment strategies based on client needs
Required Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or related field
- Certified Financial Planner (CFP) designation
- Series 7 and 66 licenses
- Minimum of 5 years of experience in financial planning or wealth management
- Demonstrated track record of successfully managing high net worth client relationships