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WealthCare Investment Partners, a Registered Investment Advisor ("RIA") · 1 week ago

Wealth Management Advisor

Smithfield, RI

Full-time

Onsite

Mid, Senior Level

WealthCare Investment Partners is a Registered Investment Advisor dedicated to assisting clients in managing their finances through comprehensive wealth management and estate planning. The Wealth Management Advisor will provide personalized financial services, develop tailored financial plans, and build strong client relationships to help clients achieve their long-term financial objectives.

AdviceAsset ManagementFinanceRetirement

Responsibilities

Developing tailored financial plans

Advising on investment strategies

Conducting in-depth financial analysis

Implementing trading strategies including quarterly rebalancing and tax loss harvesting

Building and maintaining strong, trust-based relationships with clients

Qualification

Financial PlanningRetirement PlanningInvestmentsFinancial AnalysisSeries 65Professional CertificationsClient Relationship BuildingAnalytical SkillsFinancial ToolsWealth Management ExperienceCommunication SkillsInterpersonal Skills

Required

Strong expertise in Financial Planning and Retirement Planning

Comprehensive knowledge of Investments and Finance

Excellent Analytical Skills to assess financial data and recommend strategies

Proven ability to build client relationships with trust and professionalism

Bachelor's degree in Finance, Economics, must have Series 65 or 66, relevant professional certifications (e.g. AIF, CFP, CFA) are an advantage. Life Insurance licensed preferred

Exceptional communication and interpersonal skills

Proficiency in financial analysis tools and technology

Prior experience in wealth or investment management