Director, Client Advisory

This is a fully remote position, open to applicants in United States.

📋 Description

• Create customized financial strategies and multi-asset portfolio construction plans that align with client goals.

• Streamline model portfolios and financial planning processes in collaboration with engineering and product teams.

• Oversee the management of client portfolios.

• Provide clients with education on investment alternatives, asset allocation, portfolio risks, performance, and market forecasts.

• Stay updated on capital market trends and ensure adherence to pertinent regulatory requirements.

• Work together with internal teams to improve the client experience.

⛳️ Requirements

• At least 10 years of experience in delivering comprehensive financial planning services.

• Possess the required securities qualifications for registration as an Investment Adviser Representative.

• Analytical thinker capable of interpreting market, economic, and financial data into actionable insights.

• Strong ethical judgment, professionalism, and a commitment to fiduciary responsibility.

• Ability to cultivate strong relationships and trust in a remote online setting.

🏝️ Benefits

• Health insurance.

• 401(k) matching.

• Flexible work hours.

• Paid time off.

• Remote work options.