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
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/.