Finance Manager | Remote
hace 2 días
Position: Private Wealth Management / Personal Finance AdvisorType: Hourly contractCompensation: $160-$300/hrLocation: RemoteCommitment: 10–40 hours/weekRole ResponsibilitiesDeliver expert personal finance and wealth management guidance to individuals across varied risk profiles and income levels.Design and manage portfolio construction, expense management, and financial decision-making strategies aligned with client goals and risk tolerance.Apply real-world private wealth management experience to improve AI-driven advisory solutions at scale.Provide asynchronous feedback and participate in focused review sessions with research teams.Translate complex financial situations into clear, client-ready recommendations.Demonstrate exceptional written and verbal communication in all advisory and collaboration contexts.Uphold the highest standards of discretion, professionalism, and client-first service.RequirementsStrong hands-on experience in private wealth management or personal finance advisory roles.Proven ability to design and implement personalized investment portfolios and financial planning strategies.Experience serving clients across retail, mass-affluent, HNW, and UHNW segments.Strong analytical skills with the ability to synthesize financial data into actionable insights.Excellent written and verbal communication skills with a focus on clarity and empathy.Ability to work independently in a remote, collaborative, and fast-paced environment.Unwavering commitment to ethical standards and client confidentiality. #J-18808-Ljbffr
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