Financial Advisor / Money Manager

About Us We are an exclusive Private Wealth Club serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, including entrepreneurs, executives, investors, and global elites. Our focus is providing exclusive access to private investments, wealth-building opportunities, and elite financial advisory services. We are expanding our advisory division and seeking experienced Financial Advisors and Money Managers with established relationships and a proven track record of managing significant client assets. Role Overview As a Financial Advisor / Money Manager, you will provide high-level financial guidance, portfolio management, and wealth strategies to affluent clients. This role is ideal for seasoned professionals who work with high-net-worth individuals and have experience managing large investment portfolios. Key Responsibilities • Manage and advise on high-value client investment portfolios. • Provide guidance on asset allocation, risk management, wealth preservation, taxation strategies, and long-term financial planning. • Assess client goals and develop customized wealth strategies. • Identify private investment opportunities that align with member interests. • Maintain and expand relationships with high-net-worth clients. • Conduct financial reviews, market analysis, and performance updates. • Collaborate with internal teams to ensure a seamless, premium client experience. • Maintain strict confidentiality and professionalism at all times. Requirements • Proven experience as a Financial Advisor, Portfolio Manager, Private Banker, or Money Manager. • Strong background in wealth management, investment advisory, or asset management. • Demonstrated success managing significant AUM (Assets Under Management). • Excellent financial analysis, strategy, and communication skills. • Strong understanding of global markets, investment vehicles, and financial planning. • Highly professional, disciplined, and client-focused. • Direct access to high-net-worth or ultra-high-net-worth clients is strongly preferred. • Relevant certifications (CFA, CFP, Series Licenses, etc.) are an advantage but not mandatory if experience is strong. What We Offer • Earning potential of $400,000+ annually (base + bonuses + benefits). • Access to exclusive events, private deal flow, and luxury networking opportunities. • Work with an elite, global private wealth organization. • Strong support infrastructure to help you acquire and retain high-value clients. • Significant long-term growth opportunities. Apply tot his job Apply To this Job