[Remote] Personal Financial Advisor
Note: The job is a remote job and is open to candidates in USA. SWIFT HIRE LLC is seeking a Personal Financial Advisor for a remote role. The advisor will provide financial planning and investment management services, focusing on high-net-worth individuals and ensuring compliance with personal finance regulations.
Responsibilities
- Experience in Financial Planning, Investment Management, Retirement Planning (401k, IRA), and Tax Planning
- Experience advising High-Net-Worth Individuals (HNI) or Mass Affluent clients
- Strong Client Relationship Management and communication skills
- Knowledge of Regulatory Compliance and personal finance regulations
Skills
- Minimum 3+ years of experience in Personal Financial Advisory or Private Wealth Management
- Experience in Financial Planning, Investment Management, Retirement Planning (401k, IRA), and Tax Planning
- Experience advising High-Net-Worth Individuals (HNI) or Mass Affluent clients
- Strong Client Relationship Management and communication skills
- Knowledge of Regulatory Compliance and personal finance regulations
- CFP or CFA certification is mandatory
Benefits
- Remote role: North America (US citizen/ green card holder)
- Only on W2
Company Overview