Asset Portfolio Advisor

3 weeks ago


London, Greater London, United Kingdom Richardson Wealth Ltd Full time

Richardson Wealth Ltd is a leading wealth management organization that offers personalized service and innovative investment solutions. We are seeking a highly skilled and motivated individual to join our team as an Associate Asset Consultant.

About Richardson Wealth

We have a strong commitment to client service and regulatory compliance. Our team works closely with Investment Advisors to deliver exceptional results and meet our goals.

The Associate Asset Consultant will be responsible for:

  • Preparation of financial plans and research analysis to inform investment decisions.
  • Client communication and relationship management.
  • Compliance with regulatory policies and procedures.

The estimated salary for this role is around $85,000 - $110,000 per year, depending on experience and qualifications.



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