Remote (Global) Employment

EX Squared is hiring a Remote Senior Investment Advisor

About the Role

EX Squared is looking for a Remote Senior Investment Advisor to nurture and manage our strategy-only client relationships. In this role, you will deliver exceptional service and impactful investment advice to elevate client experiences and drive significant growth for our partner company.

What You'll Do

  • Nurture and manage strategy-only client relationships.
  • Deliver exceptional service and impactful investment advice to elevate client experiences.
  • Drive significant growth for the partner company.

Work Mode

This is a global remote position.

Required Skills
Financial AdvisoryInvestment StrategyClient Portfolio ManagementRegulatory ComplianceFinancial Markets AnalysisRisk AssessmentClient Relationship ManagementFinancial PlanningWealth ManagementRetirement PlanningEstate PlanningTax PlanningSecurities LicensingCommunication SkillsAnalytical Skills
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About company
EX Squared

Technology company focused on IT and software solutions

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Job Details
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Posted a month ago