Note: The job is a remote job and is open to candidates in USA. GestureKey™ is a cybersecurity company focused on secure, password-less authentication for modern digital environments. They are seeking a Financial Advisor who will provide personalized financial guidance to clients, analyze financial situations, and develop comprehensive financial plans while ensuring compliance with relevant financial regulations.
Responsibilities
- Provide personalized financial guidance to clients
- Analyze financial situations
- Define goals
- Develop comprehensive financial plans
- Advise on investment strategies
- Retirement planning
- Risk management
- Wealth preservation aligned with client objectives
- Conduct regular portfolio reviews
- Monitor market conditions
- Adjust recommendations as needed
- Collaborate with internal teams to align client strategies with GestureKey’s growth objectives
- Maintain accurate documentation
- Ensure compliance with relevant financial regulations
Skills
- Strong skills in Financial Planning and Financial Advisory to assess client needs and develop tailored strategies
- Solid foundation in Finance to interpret financial data, evaluate risk, and understand market dynamics
- Experience with Investments to construct and rebalance diversified portfolios aligned with client goals and risk tolerance
- Proficiency in Retirement Planning to help clients prepare for long-term income needs and tax-efficient withdrawal strategies
- Excellent analytical, quantitative, and problem-solving abilities
- Clear, professional communication skills with the ability to explain complex financial concepts in accessible terms
- Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent practical experience
- Proven experience in client-facing advisory roles, ideally within financial services or fintech
- High ethical standards, attention to detail, and comfort working independently in a remote environment
- Relevant certifications such as CFP®, CFA®, or equivalent are highly preferred
Company Overview