Fiduciary Advisor

At Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. As a Private Wealth Manager, you will play a crucial role in shaping our clients' financial futures.

• This position requires strong analytical and problem-solving skills to identify and address clients' complex financial challenges.
• You will develop personalized investment plans tailored to each client's unique circumstances and goals.

Key Responsibilities:

1. Understand and address clients' financial needs and goals.
2. Develop personalized wealth management strategies.
3. Provide guidance on investment solutions.

Required Qualifications:

• Financial Planning and Estate Planning skills.
• Certified Financial Planner (CFP) designation.
• Investment Management and Finance expertise.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Experience in client-focused roles and wealth management.
• Bachelor's degree in Finance, Economics, Business, or a related field.

We are seeking an individual who is passionate about delivering customized solutions and making a meaningful impact on our clients' lives.