Asesor Financiero Personal
Buscamos un Asesor Financiero Personal (Private Wealth) para trabajar de forma remota, especializado en gestión patrimonial y clientes de alto patrimonio, con un pago por hora entre $160 y $300 USD.
Descripción del puesto
LINK DIRECTO A LA ENTREVISTA: https://tinyurl.com/Personal-Financial-AdvisorAI
FULL LIST BUSQUEDAS: https://tinyurl.com/FullJobsList
Buscamos Personal Financial Advisor (Private Wealth) — modalidad remota, pago entre $160 - $300 USD/hr. Entrevista y trabajo en inglés. Ideal para asesores financieros con experiencia en gestión patrimonial y clientes high-net-worth.
Personal Financial Advisor (Private Wealth) We are seeking an experienced Personal Financial Advisor specializing in private wealth to support AI-driven financial planning initiatives. This role focuses on advising high-net-worth individuals, evaluating client scenarios, and helping improve next-generation financial planning tools.
Responsibilities
- Provide financial guidance on investments, retirement, and budgeting
- Advise high-net-worth individuals on wealth management strategies
- Evaluate client scenarios for AI financial planning tools
- Communicate complex financial concepts clearly
- Develop long-term financial plans for clients
- Ensure regulatory compliance in financial recommendations
- Contribute expertise to AI-driven financial planning solutions
Requirements
- Experience in private wealth or personal financial advisory
- Background advising high-net-worth clients
- Strong investment and retirement planning knowledge
- Certified Financial Planner (CFP) required
- Strong decision-making and advisory skills
- Excellent written and verbal communication
- Knowledge of regulatory compliance
Nice to have
- Experience at private banking or wealth institutions
- AI-driven financial planning exposure
- Direct client advisory experience
- Technology-enabled advisory background
Responsabilidades
- Proporcionar orientación financiera sobre inversiones, jubilación y presupuesto
- Asesorar a personas de alto patrimonio sobre estrategias de gestión de riqueza
- Evaluar escenarios de clientes para herramientas de planificación financiera impulsadas por IA
- Comunicar conceptos financieros complejos de manera clara
- Desarrollar planes financieros a largo plazo para clientes
- Asegurar el cumplimiento normativo en las recomendaciones financieras
- Contribuir con experiencia a soluciones de planificación financiera impulsadas por IA