Remote (Global) Employment

EX Squared is hiring a Senior Financial Advisor - REMOTE

About the Role

EX Squared is looking for a Senior Financial Advisor to join our team. In this role, you will be responsible for nurturing and managing strategy-only client relationships, delivering exceptional service and impactful investment advice to elevate client experiences and drive growth.

What You'll Do

  • Nurture and manage strategy-only client relationships
  • Deliver exceptional service and impactful investment advice

Work Mode

This is a fully remote position open to global candidates.

Required Skills
Financial PlanningClient AdvisoryInvestment StrategiesRisk ManagementRetirement PlanningEstate PlanningTax PlanningWealth ManagementClient Relationship ManagementFinancial AnalysisRegulatory ComplianceCertified Financial Planner (CFP)
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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