Remote (Global) Employment

EX Squared is hiring a Sr. Wealth Consultant (Remote)

About the Role

EX Squared is hiring a Sr. Wealth Consultant to nurture and manage strategy-only client relationships. In this remote role, you will deliver exceptional service and impactful investment advice to drive significant growth for our partner.

What You'll Do

  • Nurture and manage strategy-only client relationships.
  • Deliver exceptional service and impactful investment advice.
  • Help elevate client experiences and drive significant growth for our partner.

What We're Looking For

  • Expertise in investment management.

Work Mode

This is a global, fully remote position.

EX Squared is an equal opportunity employer.

Required Skills
Wealth ManagementFinancial PlanningClient AdvisoryInvestment StrategiesFinancial AnalysisClient Relationship ManagementRegulatory CompliancePortfolio ManagementRetirement PlanningEstate Planning
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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