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Personal Financial Advisor (Remote)
Hire Feed
Remote, UAE
Full-time
Mid-Senior
Remote
Discovered 2 weeks ago
Personal financial planningWealth managementInvestment planningRetirement planningTax planningEstate planning
Free
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Personal financial planningWealth managementInvestment planning
Role Overview
Provide comprehensive financial planning and long-term relationship management for individuals and families.
Guide clients through investment, retirement, tax, and estate planning decisions.
Key Skills for This Role
Personal financial planningWealth managementInvestment planningRetirement planningTax planningEstate planning
Full Job Posting
Role Overview
Provide comprehensive financial planning and long-term relationship management for individuals and families.
Guide clients through investment, retirement, tax, and estate planning decisions.
Location and Employment
- The role is fully remote with flexible work hours.
- The employment type is full-time.
Key Responsibilities
- Build comprehensive financial plans across investments, retirement, tax, and estate planning.
- Recommend and implement strategies tailored to client goals.
- Conduct annual reviews and ongoing portfolio rebalancing.
- Build and grow a client book through referrals and proactive outreach.
- Maintain fiduciary, regulatory, and disclosure compliance.
- Document client interactions and recommendations thoroughly.
Required Qualifications
- Active Series 7, Series 65, or Series 66 license, or equivalent licensure.
- At least 3 years of personal financial advisory or wealth management experience.
- Strong analytical and planning skills.
- Excellent written and verbal communication with strong client presence.
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