Financial Advisor

Financial Advisor at Braypark Wealth Management

Company Description

Braypark Wealth Management is an independent wealth management firm committed to helping clients achieve their financial goals. By focusing on individuals' financial needs, we enable clients to dedicate their energy toward family life and personal priorities. Guided by a strong commitment to integrity and service, we act as fiduciaries to provide trusted advice. Our firm specializes in creating investment strategies that align with clients' goals and values, offering tailored financial plans to support them through life's challenges, both present and future.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will develop personalized financial plans, assess client needs, and provide informed recommendations on investment strategies. Responsibilities include building and maintaining client relationships, offering guidance on financial goals, conducting financial analyses, and ensuring compliance with regulatory requirements. Additionally, the Financial Advisor will monitor market trends, assist clients in managing their portfolios, and provide advice on risk tolerance and wealth management strategies.

Qualifications

• Strong expertise in Financial Planning, Investment Strategies, and Risk Management
• Proficiency in Client Relationship Management and excellent interpersonal communication skills
• Ability to perform Financial Analysis and provide actionable recommendations
• In-depth understanding of Regulatory Compliance and fiduciary responsibilities
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field
• Certifications such as CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst) are highly desirable
• Detail-oriented, proactive, and capable of working independently in a remote setting
• Strong knowledge of market trends, investment products, and wealth management practices

Seniority Level
:
Entry level

Employment Type
:
Full-time