Financial Advisor at Lendlease Group, San Marino, San Marino

Lendlease Group has announced an opening for the role of Wealth Management Advisor, listed on Idealist.

Job Description:
Wealth Management Advisors provide comprehensive financial planning and investment management services to high-net-worth individuals and families.

Key Responsibilities:
Manage high-net-worth clients financial portfolios and assets. Offer comprehensive wealth management services, including estate planning and asset allocation. Provide personalized financial guidance.

Required Skills:
Wealth management strategies Asset allocation Estate planning Tax management Client relationship management

Benefits:
Legal Assistance, Bonuses and Incentive Programs, Wellness Programs, Employee Discounts, Retirement Plans