Human Resources Business Partner - Vigilant Wealth Management

Job Title: Wealth Management Advisor

Responsibilities:

• Develop and maintain client relationships, providing tailored investment and financial planning services.
• Conduct comprehensive financial assessments to identify client needs and goals.
• Monitor and manage client portfolios, ensuring alignment with investment strategies.
• Stay updated on market trends and regulatory changes to advise clients effectively.
• Collaborate with team members to enhance service offerings and client satisfaction.

Qualifications:

• Bachelor’s degree in Finance, Business, or related field.
• Minimum 3 years of experience in wealth management or financial advisory.
• Strong analytical and communication skills.
• Relevant certifications (e.g., CFP, CFA) preferred.