Job Description:
We are seeking an experienced Senior Financial Advisor to join our growing team. The ideal candidate will manage HNI portfolios, provide comprehensive wealth management solutions, and build long-term client relationships.
Responsibilities:
- Develop and implement personalized financial plans for clients
- Manage investment portfolios for high-net-worth individuals
- Provide retirement, tax, and estate planning advice
- Conduct regular portfolio reviews and rebalancing
- Stay updated on market trends and regulatory changes
- Mentor junior advisors and contribute to team development
Qualifications:
- CFA/CFP certification preferred
- Minimum 5 years experience in financial advisory
- Proven track record in portfolio management
- Excellent communication and relationship-building skills
- Strong understanding of financial markets and products
Benefits:
- Competitive salary with performance bonuses
- Health insurance and retirement benefits
- Professional development allowance
- Flexible work arrangements
- Career advancement opportunities
