
Senior Financial Advisor
12 hours ago
Senior Financial Advisor & Portfolio Manager
Role OverviewWe are seeking an experienced and dynamic Certified Financial Planner to serve as a trusted advisor to our clients.
In this role, you will leverage your financial planning expertise to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.
Key ResponsibilitiesClient Relationship Management:- Build and maintain strong, trust-based relationships with high-net-worth clients.
- Engage with clients to understand their evolving needs and provide personalized advice.
- Identify opportunities to deepen client relationships and cross-sell services.
- Conduct in-depth financial assessments for clients, including cash flow analysis and investment planning.
- Develop comprehensive financial plans tailored to clients' goals and risk tolerance.
- Monitor and review financial plans regularly, adjusting strategies as needed.
- Leverage networks and relationship-building skills to acquire new clients.
- Represent the firm at industry events and networking opportunities.
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