Wealth Management Advisor at West Virginia State University

Location: West Virginia, United States
Job Types: Full Time
Timing/Shifts: 3.5 Day Week

UP TO $ 2,000 / month

West Virginia State University is seeking a Wealth Management Advisor to join our dynamic team of financial professionals. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning services to clients and offering tailored investment solutions.

Responsibilities:

Conduct thorough financial analyses to understand clients' financial goals and objectives.
Develop personalized investment strategies and wealth management plans.
Provide expert advice on investment opportunities, retirement planning, and risk management.
Monitor and adjust clients' investment portfolios to ensure alignment with their financial objectives.
Build and maintain strong client relationships through exceptional service and regular communication.

Requirements:

Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred.
Proven experience in wealth management, financial planning, or related field.
Excellent knowledge of investment products, financial markets, and industry regulations.
Strong analytical skills and attention to detail.
Outstanding communication and interpersonal skills.

If you are a dedicated professional with a passion for helping clients achieve their financial goals, we invite you to join our team at West Virginia State University. This position offers a competitive salary, benefits package, and opportunities for professional growth. Apply now and take the next step in your finance career!