What are the responsibilities and job description for the Financial Advisors position at Rehmann International Wealth Managers?
Company Description
Rehmann International Wealth Managers (RIWM) is an independent wealth management firm based in Miami, Florida. Through partnerships with RBC Correspondent Services and Apex Clearing, we deliver world-class financial services and support on a premier technology platform, enabling advisors to focus on client needs. RIWM provides a wide range of financial planning services, including portfolio management, insurance products, retirement planning, educational planning, and investment trading. Dedicated to exceptional service, RIWM has prioritized providing unmatched support to advisors and clients since its founding.
Role Description
This is a full-time hybrid position for a Financial Advisor based in Coral Gables, FL, with some flexibility for remote work. The Financial Advisor will be responsible for providing personalized financial planning services, managing investment portfolios, developing strategies for retirement planning, and assisting clients in achieving their financial goals. The role involves building relationships with clients to understand their unique needs and delivering tailored advice to support their financial well-being.
Qualifications
- Strong expertise in Financial Planning, Retirement Planning, and Financial Advisory
- Knowledge and experience in Investments and portfolio management
- Solid understanding of Finance and financial market trends
- Exceptional communication and interpersonal skills for building client relationships
- Relevant professional certifications such as CFP, CFA, or ChFC are highly advantageous
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- Proficiency in leveraging financial technology platforms is a plus