Rehmann International Wealth Managers · 1 day ago
Financial Advisors
Coral Gables, FL
Full-time
Hybrid
Mid LevelRehmann International Wealth Managers (RIWM) is an independent wealth management firm based in Miami, Florida, specializing in financial planning services. The Financial Advisor will provide personalized financial planning services, manage investment portfolios, and assist clients in achieving their financial goals while building strong client relationships.
Financial Services
Hiring Manager
Arturo Rodriguez Diaz
Responsibilities
Providing personalized financial planning services
Managing investment portfolios
Developing strategies for retirement planning
Assisting clients in achieving their financial goals
Building relationships with clients to understand their unique needs
Delivering tailored advice to support their financial well-being
Qualification
Required
Strong expertise in Financial Planning, Retirement Planning, and Financial Advisory
Knowledge and experience in Investments and portfolio management
Solid understanding of Finance and financial market trends
Exceptional communication and interpersonal skills for building client relationships
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Preferred
Relevant professional certifications such as CFP, CFA, or ChFC are highly advantageous
Proficiency in leveraging financial technology platforms is a plus
Company
Rehmann International Wealth Managers
We are an independent wealth management firm located in Miami, Florida.
Founded in 2015
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Arturo Rodriguez Diaz
Chief Executive Officer
Company data provided by crunchbase