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[Remote] Personal Financial Advisor

Remote · USA Full-time New today

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: reputed company America (US citizen/ green card holder)
  • Only on W2

Company Overview

  • Welcome to Swift Hire LLC, your premier destination for IT staffing and recruitment services. It was founded in undefined, and is headquartered in Dallas, Texas, US, with a workforce of 51-200 employees. Its website is https://swifthirellc.com/.
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