Wealth Manager
3 semanas atrás
Company Overview Garavello Capital is dedicated to guiding individuals through their financial journeys with clarity and tailored solutions. Specializing in asset protection, retirement planning, and college planning, we provide comprehensive strategies to meet the unique financial needs of our clients. With a commitment to exceptional service and support, we help clients achieve their financial goals and plan for a secure future. Role Description This is a full‑time remote role for a Wealth Manager. The Wealth Manager will be responsible for providing comprehensive financial planning, creating tailored investment strategies, assisting clients with retirement planning, and offering wealth management services. Day‑to‑day tasks include: Meeting with clients Analyzing financial data Developing strategic plans Monitoring portfolios to ensure alignment with client objectives Qualifications Strong expertise in Financial Planning and Retirement Planning Proven experience with Wealth Management Services Exceptional interpersonal and communication skills, with an ability to build long‑lasting client relationships Bachelor's degree in Finance, Economics, or a related field Relevant certifications such as CFP, CFA, or equivalent are highly preferred Demonstrated ability to work independently in a remote environment Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr
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Wealth Management Intern
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Wealth Management Intern
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Wealth Management Intern
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Wealth Management Operations Intern
Há 3 dias
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Wealth Management Operations Intern
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Flds Intern
Há 6 dias
São Paulo, SP, Brasil UBS Tempo inteiroBrazil - Risk - Global Wealth Management **Job Reference #** - 305507BR **City** - Sao Paulo **Job Type** - Full Time **Your role** - The internship with the Wealth Management FLDS team is an excellent opportunity to develop hard and soft skills while working with highly talented people and participating in key projects perceived as valuable by senior...
