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4 days ago
**Job Description:**
We are seeking a Private Wealth Manager to join our team. This is a full-time on-site role that requires the candidate to be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.
Our ideal candidate will have strong financial planning and estate planning skills, as well as experience in client-focused roles and wealth management. They should also possess excellent interpersonal and communication skills, and be able to work independently and as part of a team.
**Required Skills and 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
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