What are the responsibilities and job description for the Financial Advisor position at SteelPeak Wealth?
At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there.
Key Responsibilities :
- Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
- Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
- Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements.
- Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
- Collaborate with other team members to deliver comprehensive financial planning services.
- Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
- Maintain accurate and detailed records of client interactions and financial plans.
Why Join SteelPeak?
