Private Vista LLC
Company in the field of wealth management and financial planning services
An integrated wealth management firm located in the United States, it offers comprehensive life-centric financial planning solutions for individuals, businesses and non-profit organizations. The services range from investment management to tax planning, estate planning, and retirement income planning. The firm emphasizes a holistic approach to financial planning, focusing on individual goals and lifestyles to help clients achieve a fulfilling life.
Job Description
Service Advisor
Client Management: Oversee a fully loaded client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management.
Analyze data, design financial plans, and present them effectively to a certain level client base.
Stay current with tax laws and serve as a resource for the team.
Participate in best practice events to enhance your knowledge and skills.
Business Development: Develop referrals from your existing clients to expand our client base.
Client Segmentation: Manage a book of clients, providing tailored financial advice and solutions.
Job type: Hybrid✔
Job Requirements:
Proven experience in financial planning and investment management.
Strong analytical and presentation skills.
Up-to-date knowledge of tax laws and financial regulations.
Ability to develop and maintain client relationships.
Minimum of 7 years of industry experience
Must hold a Certified Financial Planner (CFP) certification.
Passion for the financial planning business and a genuine interest in helping clients achieve their goals.
High ethical standards and integrity in all business dealings.
Commitment to excellence and continuous improvement.
Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the future of the practice.
Compensation Package:
Salary ProposalUS$ 125 mil/a
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Our recruiters will keep an eye on your interest and availability for this position and location.
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