Become a client-focused Wealth Advisor with Palos Wealth Management, where you can lead relationships and implement tailored investment strategies. This bilingual position emphasizes portfolio management and growth.
As a Wealth Advisor, you will work with clients to understand their investment needs and develop comprehensive Investment Policy Statements (IPS). Strengthening existing client relationships and exploring new opportunities will be key to your success in this position. You'll collaborate with a dedicated Investment Team while managing discretionary portfolios.
Key Responsibilities:
• Act as primary relationship manager for clients
• Develop and execute Investment Policy Statements for clients
• Monitor portfolios for alignment with client objectives
• Identify new client opportunities through networking
• Ensure compliance and accurate client record maintenance
Requirements:
• 5–10 years experience in wealth management
• Completion of CIS or CFA...