[Remote] Personal Financial Advisor
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.ResponsibilitiesExperience in Financial Planning, Investment Management, Retirement Planning (401k, IRA), and Tax PlanningExperience advising High-Net-Worth Individuals (HNI) or Mass Affluent clientsStrong Client Relationship Management and communication skillsKnowledge of Regulatory Compliance and personal finance regulationsSkillsMinimum 3+ years of experience in Personal Financial Advisory or Private Wealth ManagementExperience in Financial Planning, Investment Management, Retirement Planning (401k, IRA), and Tax PlanningExperience advising High-Net-Worth Individuals (HNI) or Mass Affluent clientsStrong Client Relationship Management and communication skillsKnowledge of Regulatory Compliance and personal finance regulationsCFP or CFA certification is mandatoryBenefitsRemote role: North America (US citizen/ green card holder)Only on W2Company OverviewWelcome 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/.