Financial Advisor
19 hours ago
Company Description
PictureWealth connects more advice to more lives. We believe financial well-being isn't just about wealth—it's about freedom, security, and happiness. Our mission is to empower you to visualize, plan, and build the life you want with expert advice, tailored insights, and intuitive tools that put you in control of your money. Whether you're saving for a home, growing investments, or planning for retirement, we provide the expertise, technology, and real-world insights to make managing money simple and stress-free. We transform money from a source of stress into an active force that fuels your future.
Role Description
This is a full-time remote position for our rapidly increasing FinTech advice-based company. The Financial Advisor will be responsible for developing personalized financial plans, providing expert advice on investments, retirement planning, and overall financial well-being. Daily tasks include meeting with clients to assess their financial goals, creating detailed financial plans, and providing ongoing advice to help clients achieve their financial objectives. Additionally, the Financial Advisor will stay updated on financial markets and investment opportunities to offer relevant and timely advice.
Qualifications
Skills in Financial Planning and Financial AdvisoryExperience in Finance and InvestmentsExpertise in Retirement PlanningStrong analytical and problem-solving skillsExcellent interpersonal and communication skillsAbility to work independently and as part of a teamCompleted all relevant qualifications in Financial Planning e.g. Graduate Diploma of Financial Planning. CFP (Certified Financial Planner) designation is a plusExperience in the financial services industry is beneficial.Experience in using xplan is an advantage but not a requirement.
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1 week ago
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