Join Uliva Donna as a Financial Planning Consultant
Uliva Donna is a boutique financial consulting firm that specializes in creating personalized financial plans for high-net-worth individuals and families. We are currently seeking a Financial Planning Consultant to join our growing team in providing top-notch financial advice and services to our prestigious clients.
Responsibilities:
Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk tolerance
Create customized financial plans that include investment strategies, retirement planning, tax planning, and estate planning
Regularly review and update clients’ financial plans to ensure alignment with their evolving financial goals and changing market conditions
Provide ongoing financial advice and guidance to clients on investment opportunities and strategies
Collaborate with other team members to deliver a seamless and superior client experience
Qualifications:
Minimum of 3 years of experience in financial planning or wealth management
Strong knowledge of investment products, financial markets, and tax regulations
Ability to work independently and as part of a team
Why Join Uliva Donna:
At Uliva Donna, we prioritize our clients’ financial well-being and provide tailored solutions to help them achieve their financial goals. As a Financial Planning Consultant, you will have the opportunity to work with a diverse client base and make a meaningful impact on their financial futures. In addition, we offer:
Competitive salary and performance-based bonuses
Professional development opportunities to enhance your skills and grow your career
A supportive and collaborative work environment
The chance to work with a dynamic team of experienced financial professionals
How to Apply:
If you are passionate about financial planning and providing exceptional service to clients, we encourage you to apply for the Financial Planning Consultant position at Uliva Donna. Please submit your resume and a cover letter outlining your qualifications and interest in the role on this page.
