Note: The job is a remote job and is open to candidates in USA. SWIFT HIRE LLC is seeking a Personal Financial Advisor for a remote role. The advisor will provide financial planning and investment management services, focusing on high-net-worth individuals and ensuring compliance with personal finance regulations.

Responsibilities

• Experience in Financial Planning, Investment Management, Retirement Planning (401k, IRA), and Tax Planning
• Experience advising High-Net-Worth Individuals (HNI) or Mass Affluent clients
• Strong Client Relationship Management and communication skills
• Knowledge of Regulatory Compliance and personal finance regulations

Skills

• Minimum 3+ years of experience in Personal Financial Advisory or Private Wealth Management
• Experience in Financial Planning, Investment Management, Retirement Planning (401k, IRA), and Tax Planning
• Experience advising High-Net-Worth Individuals (HNI) or Mass Affluent clients
• Strong Client Relationship Management and communication skills
• Knowledge of Regulatory Compliance and personal finance regulations
• CFP or CFA certification is mandatory

Benefits

• Remote role: North America (US citizen/ green card holder)
• Only on W2

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