About SideRamp
SideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process.
We are seeking a dedicated Financial Advisor for a contract position with our cutting-edge technology startup!
- Financial Planning:Work closely with clients to develop comprehensive financial plans, taking into account their goals, risk tolerance, and financial situation.
- Investment Management:Provide guidance on investment opportunities and portfolio management strategies to help clients grow and protect their wealth.
- Retirement Planning:Assist clients in planning for retirement by evaluating their current financial standing and recommending appropriate strategies for long-term financial security.
- Tax Optimization:Advise clients on tax-efficient investment strategies and help them minimize tax liabilities while maximizing returns.
- Estate Planning:Collaborate with clients to create estate plans that align with their wishes and ensure smooth wealth transfer to future generations.
- Risk Management:Assess clients' insurance needs and recommend suitable risk management solutions to protect their assets and loved ones.
Requirements:
- Experience:Minimum of 5 years of experience in financial planning or wealth management.
- Education:Bachelor's degree in Finance, Economics, or a related field; CFP or CFA certification is preferred.
- Skills:
- Deep understanding of financial markets and investment products.
- Excellent interpersonal skills and the ability to build trust with clients.
- Proficiency in financial planning software and tools.
- Strong analytical and problem-solving capabilities.
- Personal Qualities:
- High ethical standards and integrity.
- Detail-oriented with a focus on delivering exceptional client service.
- Ability to work independently and as part of a team.
- Passion for helping clients achieve their financial goals.
Join our team and make a meaningful impact by guiding clients towards financial success!
Note: Job descriptions may have been edited from their original format to ensure fair hiring standards along with consistent formats across all postings. Salary information is not guaranteed and many estimates are based on a yearly, full-time salary. This system can make mistakes.