Wealth Management Advisor - Smithfield

Only for registered members Smithfield, United States

1 month ago

Default job background
+Job summary
WealthCare Investment Partners is a Registered Investment Advisor (RIA) working in a Fiduciary capacity dedicated to assisting individuals, businesses and Trustees in managing their finances through comprehensive wealth management, estate planning,
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Responsibilities

  • Developing tailored financial plans
  • A Advising on investment strategies
  • Conducting in-depth financial analysis
  • Implementing trading strategies including quarterly rebalancing and tax loss harvesting
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  • Strong expertise in Financial Planning and Retirement Planning
  • Comprehensive knowledge of Investments and Finance
  • Bachelor's degree in Finance , Economics , must have Series 65 or 66 , relevant professional certifications e.g. AIF CFP CFA are an advantage . Life Insurance licensed preferred + Exceptional communication and interpersonal skills + Proficiency in financial analysis tools and technology + Prior experience in wealth or investment management
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