Wealth Management Advisor
17 hours ago
About the Position
First Financial Bank is seeking a highly skilled Wealth Management Advisor to join its team. In this role, you will be responsible for developing and implementing comprehensive wealth management strategies for high net worth individuals and families.
About the Job
- We estimate the salary for this position to be around $120,000 - $150,000 per year, depending on experience and location.
Key Responsibilities
- Develops and implements comprehensive wealth management strategies for high net worth individuals and families.
- Conducts thorough analysis of clients' financial situations, goals, and objectives.
- Develops customized investment portfolios that align with clients' risk tolerance, investment horizon, and financial goals.
- Provides ongoing monitoring and maintenance of clients' investment portfolios, making adjustments as needed to ensure optimal performance.
- Expands client relationships by reviewing needs and recommending investment solutions.
- Completes regulatory investment reviews on a monthly basis.
Requirements
- Seven (7) years of successful investment and/or portfolio management experience.
Preferred Qualifications
- Investment and/or portfolio experience with a strong track record of building and maintaining complex client relationships.
- Advanced knowledge of investment solutions, risk management, asset allocation, and program design.
- Experience in banking or financial services, preferably in a senior capacity.
- Master's degree in Business or other related field of study.
- Established credibility as a thought leader in the industry, with a strong network of contacts and connections.
-
Mortgage and Wealth Advisor Assistant
18 hours ago
Chester, Cheshire, United Kingdom Premier Jobs UK Limited Full timeWelcome to Premier Jobs UK LimitedAs a leading financial advisory and mortgage brokerage in the Northwest, we pride ourselves on delivering exceptional services to our clients. Our team of experts is dedicated to providing personalized guidance and support to help individuals achieve their financial goals.Career OpportunityWe are currently seeking a talented...
-
Wealth Management Professional
14 hours ago
Chester, Cheshire, United Kingdom Austin Fraser Full timeJob Description: We are seeking a highly skilled Wealth Management Professional to join our team at Austin Fraser. In this role, you will be responsible for managing clients' wealth, developing and implementing investment strategies, and providing expert advice on financial planning matters. You will work closely with clients to understand their needs and...
-
Wealth Management Advisor
2 days ago
Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team. As a self-employed advisor, you will be responsible for providing financial planning services to clients and generating compliant initial and ongoing income for the company.The successful candidate will have achieved their CAS status and possess at...
-
Holistic Wealth Manager
6 days ago
Chester, Cheshire, United Kingdom Thrivent Full timeAs a Thrivent Financial advisor, you'll have the flexibility to control your schedule and work-life balance while delivering exceptional results. Our company values diversity and inclusion, providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status,...
-
Financial Planning Specialist
2 days ago
Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAs a Wealth Management Advisor at Artemis Recruitment Consultants Ltd, you will play a crucial role in meeting with clients and prospective clients to provide comprehensive financial planning services. This self-employed opportunity offers a guaranteed income from the start, making it an attractive option for experienced financial advisors.The ideal...
-
Junior Financial Services Consultant
12 hours ago
Chester, Cheshire, United Kingdom Premier Jobs UK Limited Full timeAbout UsPremier Jobs UK Limited is a reputable financial advisory and mortgage brokerage based in the Northwest, renowned for its commitment to excellence in client care. We strive to provide personalized services that cater to the unique needs of our clients.Job OpportunityWe are currently seeking a skilled Mortgage Advisor to join our team as a Junior...
-
HR Advisor
2 weeks ago
Chester, Cheshire, United Kingdom Page Personnel Sales Full timeWe are seeking a highly skilled HR Advisor to provide expert guidance and support to managers and staff. The ideal candidate will have a comprehensive understanding of HR processes and best practices.Key ResponsibilitiesProvide strategic HR advice and guidance to ensure compliance with regulatory requirements.Support the development and implementation of HR...
-
Mortgage Business Development Specialist
12 hours ago
Chester, Cheshire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking a skilled Junior Financial Advisor to join our team in Cheshire. As a Mortgage Adviser, you will be responsible for writing mortgage business while undergoing training.Our client provides top-quality training and a good supply of pre-qualified wealth leads and existing clients for you to service. These leads often come from their...
-
Construction Project Manager
3 weeks ago
Chester, Cheshire, United Kingdom Building Careers UK Full timeCompany OverviewBuilding Careers UK is a premier project management and cost consultancy firm, boasting a wealth of experience in the construction and residential sectors.They specialise in Project Management, Employers Agent, Quantity Surveying, Cost Management, and Principal Designer services.
-
HR and Payroll Advisor
1 week ago
Chester, Cheshire, United Kingdom Spencer Clarke Group Full timeAbout This OpportunityThis is an exciting opportunity to join our team as a HR and Payroll Advisor. In this role, you will be responsible for completing start to finish payrolls, managing your own portfolio of clients, and producing all wage slips.The ideal candidate will have experience working in an Accountancy Practice/ Payroll Bureau and proficiency with...
-
Wealth Management Professional
5 days ago
Chester, Cheshire, United Kingdom Hays Careers Full timeAbout This OpportunityWe have an exciting opportunity for a skilled Adviser to join our team and take on an existing portfolio of clients.This client-facing role involves providing independent advice across a range of financial planning areas, with a focus on delivering exceptional service.Generous remuneration packages are offered to successful candidates,...
-
Interim CDM Advisor
3 weeks ago
Chester, Cheshire, United Kingdom Irwin & Colton Full timeJob Opportunity:A rewarding career awaits an experienced Construction Health and Safety Manager! In this challenging role, you will manage the output of an audit, close highlighted improvements, and ensure compliance with regulations such as CDM 2015 and Building Regulations 2023. As the primary advisor on these regulations, you will oversee the performance...
-
Senior CDM Advisor
18 hours ago
Chester, Cheshire, United Kingdom search Full timePromising Career Opportunity: We are seeking a Senior CDM Advisor to replace our current Managing Director who plans to retire within the next 5 years. The successful candidate will be responsible for managing multiple projects and working effectively in a team.Key Responsibilities:Provide expert advice on health and safety risks during the CDM 2015 design...
-
Senior Accounting Advisor
3 weeks ago
Chester, Cheshire, United Kingdom Clark Wood Full timeJob SummaryWe are seeking an experienced Senior Accounting Advisor to join our team at Clark Wood. As a key member of our team, you will be responsible for overseeing a diverse client portfolio and delivering high-quality compliance work. This is an excellent opportunity to join a dynamic accounting firm that offers a competitive salary range of £60,000 -...
-
Inheritance Tax Advisor
3 weeks ago
Chester, Cheshire, United Kingdom Douglas Scott Legal Recruitment Full timeAre you an experienced solicitor looking for a new challenge? Do you have a passion for Estate Planning and a desire to make a real difference in people's lives? If so, we would love to hear from you! As an Inheritance Tax Advisor at Douglas Scott Legal Recruitment, you will have the opportunity to work with high net worth individuals and families, providing...
-
Safety Advisor
3 weeks ago
Chester, Cheshire, United Kingdom CV-Library Full timeAbout the Role: As a Safety Advisor, you will be a key point of contact for H&S support on site, gaining experience in occupational safety, environmental, quality, and auditing. This hands-on role offers opportunities to build your H&S skillset, improve the safety culture, carry out audits, and identify and manage risks.You will be working in a team...
-
HR Advisor
4 weeks ago
Chester, Cheshire, United Kingdom Belcan Technical Recruiting (UK) Ltd Full timeBelcan Workforce Solutions is currently seeking an experienced HR Advisor to join our client-based team in Broughton, UK.As a Human Resources Advisor, you will provide support to the HR Business Partners in ensuring that HR policies are applied and HR processes are implemented effectively and consistently in the business area, aligning with local legislation...
-
Indirect Tax Advisor
16 hours ago
Chester, Cheshire, United Kingdom Proclinical Staffing Full timeKey ResponsibilitiesAs an Indirect Tax Advisor, you will play a critical role in ensuring the company's compliance with tax regulations across various European markets. Your responsibilities will include:Managing and preparing US Tax reporting, including quarterly tax provisions and projections.Coordinating annual Transfer Pricing documentation and...
-
Sales and Service Advisor
2 months ago
Chester, Cheshire, United Kingdom beBee Professionals Full time £20,000 - £25,000We are seeking a highly motivated and customer-focused Sales and Service Advisor to join our team in Chester, United Kingdom. As a key member of our retail team, you will play a vital role in delivering exceptional customer service and supporting the store's day-to-day operations.Key Responsibilities:Provide excellent customer service and assist customers...
-
European Tax Manager Lead
18 hours ago
Chester, Cheshire, United Kingdom Hobson Prior International Ltd Full timeHobson Prior International Ltd is a leading recruitment agency in the UK, and we're currently seeking an experienced European Tax Manager to join their team.About the RoleThis is a hybrid role based in Chester, requiring 35 hours of work per week. As a seasoned tax professional, you'll take charge of direct tax compliance and reporting across multiple...