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Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
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Jobs or company...

Financial Advisor

  • Full Time, onsite
  • Futura Energy Group
  • Greater St. Louis, United States of America
Salary undisclosed
Checking job availability...
Original
Simplified

Our client is a leading financial services firm dedicated to helping clients achieve their long-term financial goals through personalized wealth management solutions. They provide comprehensive investment advisory services, financial planning, and estate planning strategies to high-net-worth individuals, families, and businesses.

Job Summary

The ideal candidate will be responsible for developing and managing client relationships, providing tailored financial solutions, and driving business growth. This role requires a deep understanding of investment strategies, estate planning, tax optimization, and risk management to meet clients' unique needs.

Key Responsibilities

  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
  • Assess clients’ financial goals, risk tolerance, and investment preferences to develop customized wealth management plans.
  • Provide expert guidance on investment strategies, portfolio management, estate planning, and retirement planning.
  • Conduct regular client meetings to review financial plans, performance, and updates on market trends.
  • Collaborate with internal teams, including investment analysts and estate planning specialists, to deliver comprehensive financial solutions.
  • Identify opportunities for business growth through networking, referrals, and relationship-building.
  • Ensure compliance with all industry regulations and company policies.

Qualifications and Experience

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field (MBA or CFP designation preferred).
  • Minimum of 2 years of experience in wealth management, financial planning, or investment advisory roles.
  • Strong knowledge of investment products, financial markets, tax strategies, and estate planning.
  • Excellent interpersonal and communication skills to build trust with clients.

Our client is a leading financial services firm dedicated to helping clients achieve their long-term financial goals through personalized wealth management solutions. They provide comprehensive investment advisory services, financial planning, and estate planning strategies to high-net-worth individuals, families, and businesses.

Job Summary

The ideal candidate will be responsible for developing and managing client relationships, providing tailored financial solutions, and driving business growth. This role requires a deep understanding of investment strategies, estate planning, tax optimization, and risk management to meet clients' unique needs.

Key Responsibilities

  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
  • Assess clients’ financial goals, risk tolerance, and investment preferences to develop customized wealth management plans.
  • Provide expert guidance on investment strategies, portfolio management, estate planning, and retirement planning.
  • Conduct regular client meetings to review financial plans, performance, and updates on market trends.
  • Collaborate with internal teams, including investment analysts and estate planning specialists, to deliver comprehensive financial solutions.
  • Identify opportunities for business growth through networking, referrals, and relationship-building.
  • Ensure compliance with all industry regulations and company policies.

Qualifications and Experience

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field (MBA or CFP designation preferred).
  • Minimum of 2 years of experience in wealth management, financial planning, or investment advisory roles.
  • Strong knowledge of investment products, financial markets, tax strategies, and estate planning.
  • Excellent interpersonal and communication skills to build trust with clients.