WPA Family Office & Private Wealth LLC · 5 months ago
Financial Advisor or Portfolio Manager
DFW Metroplex
Full-time
Hybrid
Mid LevelWPA Family Office & Private Wealth LLC is an independent boutique firm specializing in providing fee-based financial solutions to high net-worth clients. They are seeking a Financial Advisor or Portfolio Manager to provide financial advice, manage investment portfolios, develop financial plans, and assist with retirement planning.
Professional ServicesRisk ManagementTax ConsultingWealth Management
Hiring Manager
Tyler Beeson, CFP, CIMA, CPWA, MBA
Responsibilities
Providing financial advice
Managing investment portfolios
Developing financial plans
Assisting with retirement planning to meet the unique needs of high net-worth clients
Qualification
Required
Skills in Financial Planning and Retirement Planning
Expertise in Finance and Investments
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work independently and in a hybrid environment
Bachelor's degree in Finance, Economics, or related field
Preferred
Relevant certifications such as CFP, CFA, or equivalent are a plus
Company
WPA Family Office & Private Wealth LLC
An independent boutique firm founded by wealth advisors with over 25 years of experience in the industry who simplify life while managing your financial needs.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase