WFS - WM Relationship Manager - West Financial Services

Job Title: Financial Advisor

Responsibilities:

• Develop and implement personalized financial plans for clients.
• Provide ongoing investment management and financial advice.
• Conduct regular client meetings to review financial goals and performance.
• Stay updated on market trends and financial regulations.
• Build and maintain strong client relationships through ethical practices.

Qualifications:

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 3 years of experience in financial advisory.
• Strong analytical and communication skills.
• Certified Financial Planner (CFP) designation preferred.
• Commitment to ethical and client-focused service.