Braypark Wealth Management · 4 days ago
Financial Advisor
United States
Full-time
Remote
Mid LevelBraypark Wealth Management is an independent wealth management firm committed to helping clients achieve their financial goals. The Financial Advisor will develop personalized financial plans, assess client needs, and provide informed recommendations on investment strategies while building and maintaining client relationships.
Financial Services
Hiring Manager
Enrico Santos
Responsibilities
Develop personalized financial plans
Assess client needs
Provide informed recommendations on investment strategies
Build and maintain client relationships
Offer guidance on financial goals
Conduct financial analyses
Ensure compliance with regulatory requirements
Monitor market trends
Assist clients in managing their portfolios
Provide advice on risk tolerance and wealth management strategies
Qualification
Required
Strong expertise in Financial Planning, Investment Strategies, and Risk Management
Proficiency in Client Relationship Management and excellent interpersonal communication skills
Ability to perform Financial Analysis and provide actionable recommendations
In-depth understanding of Regulatory Compliance and fiduciary responsibilities
Bachelor's degree in Finance, Business Administration, Economics, or a related field
Detail-oriented, proactive, and capable of working independently in a remote setting
Strong knowledge of market trends, investment products, and wealth management practices
Preferred
Certifications such as CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst) are highly desirable
Company
Braypark Wealth Management
We are an independent wealth management firm dedicated on helping you set and achieve your financial goals.
Founded in 2025
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase