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$100,000 base salary + quarterly bonus, equity share options and benefits. The ideal candidate is one who is ready to launch and grow a career in financial planning during an exciting time in the industry. Prepare or update financial plans, including cash flow, financial goal, and tax projections. Wealth managers conduct financial planning, investment management, and assist in preserving and generating wealth. Prepare sound financial plans to ensure clients meet their goals
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The ideal candidate will be responsible for creating financial life plans and managing key client relationships.
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Role and activities of a wealth manager.
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Also referred to as wealth management advisors, these qualified experts are responsible for analyzing financial statuses, developing budgets, and preparing analysis reports.
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