High Net Worth Financial Advisor
6 days ago
- You will support various financial planning and analysis processes for high net worth and ultra-high net worth families, business owners, and professionals.
- Preparation of financial plans and corresponding reports and presentations is also required.
- Working with professionals across service lines to communicate relevant information and deliver reports as required.
- Supporting process improvement initiatives and ensuring deliverables, templates, and processes are kept up to date.
Required Skills and Qualifications
- Enrolled in CFP curriculum (already holding the designation would be an asset), with a keen interest in a career in high-net-worth wealth planning & advisory.
- 4+ years of experience in a personal finance-related role; ideally a role that involves one or more of the below:
- Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create financial plans that were expected to be presented to clients by you or other team members.
- Meeting with clients to deliver financial planning advice.
- Sale of financial products and services such as life insurance or mutual funds.
- Accounting-related work experience.
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