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Strategic Wealth Advisor

1 month ago

Edinburgh, Edinburgh, United Kingdom Bighornlaw Full time
Job Opportunity

We are seeking a highly skilled Strategic Wealth Advisor to join our team at National Financial Network. As a key advisor, you will work closely with clients to develop and implement comprehensive financial plans that align with their values and goals.

About the Role:

  • Analyze clients' financial data and develop strategic recommendations to improve their financial health
  • Build and maintain strong relationships with clients through exceptional customer service and timely communication
  • Collaborate with internal teams to ensure seamless delivery of services and meet client expectations
  • Maintain accurate records and reporting to ensure compliance and efficiency

Requirements:

  • Bachelor's degree in finance, business administration, or a related field is required
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively
  • Proficiency in Microsoft Office and financial planning software is a plus

Compensation and Benefits:

The estimated annual salary for this position is $75,000-$100,000, depending on experience. We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.