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- Tasks: Provide expert financial guidance and design personalised investment portfolios remotely.
- Company: Reputable financial advisory firm focused on personal finance and wealth management.
- Benefits: Flexible hours, competitive pay, and the chance to work from anywhere.
- Why this job: Make a real difference in clients' lives while enjoying a flexible work-life balance.
- Qualifications: Strong experience in personal finance and excellent communication skills.
- Other info: Opportunity to grow in a dynamic and supportive environment.
The predicted salary is between 130 - 220 £ per hour.
A financial advisory firm is looking for a Private Wealth Management / Personal Finance Advisor to provide expert guidance remotely. The ideal candidate will have strong experience in personal finance and wealth management, capable of designing personalized investment portfolios and communicating effectively.
The role offers flexibility with a commitment of 10–40 hours per week and a competitive hourly rate between $160-$300 depending on experience and qualifications.
Remote Private Wealth Advisor - AI-Driven Personal Finance employer: Crossing Hurdles
Contact Detail:
Crossing Hurdles Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Private Wealth Advisor - AI-Driven Personal Finance
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Show off your expertise! Create a portfolio showcasing your past successes in personal finance and wealth management. This will help potential employers see what you can bring to the table.
✨Tip Number 3
Prepare for virtual interviews by practising common questions and having your tech sorted. Make sure your background is professional and that you’re dressed to impress, even if it’s from the waist up!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can give you an edge over the competition.
We think you need these skills to ace Remote Private Wealth Advisor - AI-Driven Personal Finance
Some tips for your application 🫡
Show Off Your Expertise: Make sure to highlight your experience in personal finance and wealth management. We want to see how you've designed investment portfolios in the past, so don’t hold back on those details!
Tailor Your Application: Customise your application to fit the role. Use keywords from the job description to show us you understand what we’re looking for. It’ll make your application stand out!
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your skills and experiences.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Crossing Hurdles
✨Know Your Stuff
Make sure you brush up on your personal finance and wealth management knowledge. Be ready to discuss investment strategies, portfolio design, and market trends. The more confident you are in your expertise, the better you'll impress the interviewers.
✨Showcase Your Communication Skills
Since this role involves remote advising, effective communication is key. Prepare to demonstrate how you can explain complex financial concepts in simple terms. Consider using examples from your past experiences where you successfully communicated with clients.
✨Tailor Your Approach
Research the firm’s values and client base. Be prepared to discuss how you would tailor your advisory services to meet their specific needs. This shows that you’re not just a one-size-fits-all advisor but someone who genuinely cares about client success.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. This could be about their approach to AI in personal finance or how they measure client satisfaction. Asking insightful questions demonstrates your interest in the role and helps you gauge if the firm is the right fit for you.
