Note: The job is a remote job and is open to candidates in USA. SecondWind by Joveo is seeking a Financial Consultant to support key clients with personalized financial strategies and wealth management guidance. The role involves evaluating financial statements and liabilities, developing strategic roadmaps, analyzing market scenarios, preparing client reports, and ensuring regulatory compliance.
Responsibilities
- Assess complex client financial statements, tax profiles, and liabilities
- Create tailored strategic financial roadmaps aligned with long-term goals
- Analyze market scenarios to protect assets and manage market exposure
- Deliver clear financial reports during regular client reviews
- Ensure all advisory practices strictly adhere to industry regulatory bodies
Skills
- • Bachelor's degree in Finance, Economics, or Business
- • 3+ years of experience in financial consulting or wealth advisory
- • Excellent client-facing communication skills
- • Analytical Thinking: Ability to translate complex financial data into clear, actionable narratives
- • Adaptability: Comfort working independently and thriving in a fast-paced, fully remote environment
- • Attention to Detail: Commitment to maintaining 100% accuracy in financial reporting and compliance
- • Cross-Functional Collaboration: Skill in presenting financial insights to non-technical stakeholders
- • Relevant professional designations (e.g., CFP, CFA, Series 65/7) preferred
Benefits
- Remote-first culture with flexibility to work from where you are most productive.
- Meaningful impact: insights directly influence strategic growth.
- Professional development and support for continuous learning in the finance sector.
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