EX Squared is looking for a Senior Wealth Advisor to join our team. In this role, you will deliver holistic financial planning and investment management services directly to our clients.
What You'll Do
- Provide comprehensive financial planning and investment advice to high-net-worth individuals and families
- Develop, implement, and monitor customized wealth management strategies
- Build and maintain long-term, trusted client relationships
- Analyze clients' financial situations, goals, and risk tolerance
- Create and present detailed financial plans and investment recommendations
What We're Looking For
- Significant experience as a Wealth Advisor, Financial Planner, or similar role serving high-net-worth clients
- In-depth knowledge of financial planning, investment products, portfolio management, and tax strategies
- Proven ability to manage and grow a book of business
- Strong analytical, communication, and relationship-building skills
- Relevant professional certifications (CFP, CFA, etc.)
Work Mode
This is a fully remote position.
EX Squared is an equal opportunity employer.
