Private Wealth Advisor

Company Description

Garavello Capital is dedicated to guiding individuals through their financial journeys with clarity and confidence. We specialize in asset protection, retirement planning, and college planning, offering comprehensive, tailored solutions to meet unique client needs. Our mission is to help you achieve financial stability and long-term security, prioritizing personalized care and strategies.

Role Description

This is a full-time remote role for a Private Wealth Advisor. The Private Wealth Advisor will be responsible for providing tailored financial planning services, developing estate plans, and maintaining strong business relationships. The role requires a client-focused approach to gather insights, understand financial goals, and deliver actionable strategies aligned with Garavello Capital's high standards of excellence.

Qualifications

• Expertise in Financial Planning and Investments, with the ability to analyze and develop strategies tailored to client needs.
• Proficiency in Business Relationship Management and maintaining long-term client relationships with a customer-centric approach.
• Knowledge and experience in Estate Planning, demonstrating the understanding of legal and financial processes to guide clients effectively.
• Certified Financial Planner credentials or equivalent designations preferred.
• Strong communication and interpersonal skills to engage with clients and collaborate with team members remotely.
• Ability to work independently and handle multiple clients simultaneously.
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred.