Braypark Wealth Management · 1 day ago
Financial Advisor
United States
Full-time
Remote
Mid LevelBraypark Wealth Management is an independent wealth management firm committed to helping clients set and achieve their financial goals. They are seeking a Financial Advisor to work with clients in developing personalized financial plans and providing tailored advice on investment and retirement strategies.
Financial Services
Hiring Manager
Enrico Santos
Responsibilities
Develop personalized financial plans for clients
Provide tailored advice on investment and retirement strategies
Monitor progress toward financial goals
Analyze market trends
Manage financial portfolios
Ensure compliance with industry regulations
Build strong client relationships
Offer exceptional service
Qualification
Required
Strong expertise in Financial Planning and Financial Advisory
Experience in Investments and Retirement Planning
Knowledge of Finance principles and practices
Proven ability to build and maintain client relationships
Effective communication and analytical skills
Familiarity with financial tools, technology, and software
Bachelor's degree in Finance, Accounting, Economics, or a related field
Preferred
Certified Financial Planner (CFP) designation or similar certification is a plus
Experience working in a client-focused, fiduciary capacity preferred
Company
Braypark Wealth Management
We are an independent wealth management firm dedicated on helping you set and achieve your financial goals.
Founded in 2025
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase