Wealth Management Consultant

7 days ago

New York, New York, United States SideRamp Full time
Job Overview

SideRamp is seeking a seasoned Financial Advisor to join our team as a contract position. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.

Key Responsibilities:

  • Financial Planning: Develop comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Investment Management: Provide expert guidance on investment opportunities and portfolio management strategies to help clients grow and protect their wealth.
  • Retirement Planning: Assist clients in planning for retirement by evaluating their current financial standing and recommending suitable strategies for long-term financial security.
  • Tax Optimization: Advise clients on tax-efficient investment strategies and help them minimize tax liabilities while maximizing returns.
  • Estate Planning: Collaborate with clients to create estate plans that align with their wishes and ensure smooth wealth transfer to future generations.
  • Risk Management: Assess clients' insurance needs and recommend suitable risk management solutions to protect their assets and loved ones.

Requirements:

  • Experience: Minimum of 5 years of experience in financial planning or wealth management.
  • Education: Bachelor's degree in Finance, Economics, or a related field; CFP or CFA certification is preferred.
  • Skills:
    • Deep understanding of financial markets and investment products.
    • Excellent interpersonal skills and the ability to build trust with clients.
    • Proficiency in financial planning software and tools.
    • Strong analytical and problem-solving capabilities.
  • Personal Qualities:
    • High ethical standards and integrity.
    • Detail-oriented with a focus on delivering exceptional client service.
    • Ability to work independently and as part of a team.
    • Passion for helping clients achieve their financial goals.

At SideRamp, we are committed to providing our clients with exceptional financial guidance and support. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.

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