DSD Recruitment · 2 days ago
Senior Financial Advisor – Wealth Management & Investment Growth
United States
Full-time
Remote
Senior Level
$400K/yr - $400K/yrDSD Recruitment is an exclusive Private Wealth Club serving high-net-worth and ultra-high-net-worth individuals. They are seeking a Senior Financial Advisor to provide high-level financial guidance and portfolio management to affluent clients, focusing on customized wealth strategies and maintaining relationships with high-net-worth clients.
Recruiting
Responsibilities
Manage and advise on high-value client investment portfolios
Provide guidance on asset allocation, risk management, wealth preservation, taxation strategies, and long-term financial planning
Assess client goals and develop customized wealth strategies
Identify private investment opportunities that align with member interests
Maintain and expand relationships with high-net-worth clients
Conduct financial reviews, market analysis, and performance updates
Collaborate with internal teams to ensure a seamless, premium client experience
Maintain strict confidentiality and professionalism at all times
Qualification
Required
Proven experience as a Financial Advisor, Portfolio Manager, Private Banker, or Money Manager
Strong background in wealth management, investment advisory, or asset management
Demonstrated success managing significant AUM (Assets Under Management)
Excellent financial analysis, strategy, and communication skills
Strong understanding of global markets, investment vehicles, and financial planning
Highly professional, disciplined, and client-focused
Preferred
Direct access to high-net-worth or ultra-high-net-worth clients is strongly preferred
Relevant certifications (CFA, CFP, Series Licenses, etc.) are an advantage but not mandatory if experience is strong
Benefits
Access to exclusive events, private deal flow, and luxury networking opportunities.
Work with an elite, global private wealth organization.
Strong support infrastructure to help you acquire and retain high-value clients.
Significant long-term growth opportunities.
Company
DSD Recruitment
DSD Recruitment serves as a crucial bridge between job seekers and employers, playing a pivotal role in the modern job market.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase