What are the responsibilities and job description for the Wealth Advisor position at Trust Matters Financial?
Company Description
Trust Matters Financial collaborates with business owners, individuals, and families to manage investments for efficient taxation and optimize portfolios for legacy planning and wealth transfer. Securities are offered through cetera investment services.
Role Description
This is a full-time on-site role for a Wealth Advisor located in Seneca, SC. The Wealth Advisor will provide clients with financial planning, retirement planning, and investment strategies. The role involves offering comprehensive wealth management services tailored to meet the unique needs of each client. Day-to-day tasks include client consultations, portfolio management, and staying updated on financial regulations and market trends.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Wealth Management Services expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Bachelor's degree in Finance, Economics, or related field
- Certification such as CFP (Certified Financial Planner) is beneficial
- Ability to work independently and as part of a team
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