WealthWave · 1 week ago
Financial Professional
United States
Full-time
Remote
New Grad, Entry LevelWealthWave is on a mission to eliminate financial illiteracy globally by transforming the financial industry. The Financial Professional will focus on guiding clients toward achieving financial stability and independence through financial planning and tailored solutions.
AdvertisingFinancial ServicesMarketing
Hiring Manager
Walter Lee
Responsibilities
Guiding clients toward achieving financial stability and independence
Financial planning
Analyzing client needs
Preparing financial reports
Providing tailored financial solutions
Client relationship management to ensure continuous support and effective communication
Qualification
Required
Strong expertise in Financial Planning and Finance
Proven Analytical Skills and ability to assess complex financial data
Experience with Financial Reporting and related documentation
Excellent Communication skills to explain financial concepts clearly and build client relationships
Ability to work independently in a remote environment
Client-focused mindset with a passion for financial education and empowerment
Preferred
Bachelor's degree in Finance, Economics, Business Administration, or related field is preferred
Financial certifications such as CFP, CFA, or similar are a plus
Company
WealthWave
WealthWave is a Georgia-based financial services marketing company.
Founded in 2012
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Tom Mathews
Founder & CEO
Recent News
EIN Presswire
2025-07-08
EIN Presswire
2025-03-25
Company data provided by crunchbase