COO at The Financialist
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The Financialist - Wealth Advisor (0-2 yrs)
The job entails being a part of the advisory team that provides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the client's risk profile, goals, and milestones in mind. Wealth advisors assess a client's financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals.
Role and Responsibilities:
- Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile.
- Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios.
- Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions.
- Implement action plans in coherence with the financial plan of the clients to achieve financial objectives.
- Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.
