At a Glance
- Tasks: Guide clients in financial planning and investment strategies while building strong relationships.
- Company: Clearwater Wealth Management, a leading firm in London with a focus on growth and client success.
- Benefits: Attractive salary, clear career progression, and potential equity participation.
- Other info: Exciting pathway to leadership roles with significant rewards.
- Why this job: Join a dynamic team and shape your future in finance with real growth opportunities.
- Qualifications: Ambitious mindset and experience in financial advising or planning.
The predicted salary is between 60000 - 80000 £ per year.
Clearwater Wealth Management in London is seeking an ambitious Financial Adviser to join as Associate Partner. The role offers a clear progression pathway to Director and Executive Director, with significant salary increases and potential equity participation as you grow your client base.
Contact Details:
Clearwater Wealth Management Recruitment Team
We think you need these skills to ace Associate Director, Financial Planning - Path to Equity in London
Financial Planning
Client Relationship Management
Equity Participation
Ambition
Strategic Thinking
Sales Skills
Negotiation Skills
