Private Wealth Director

Company Description

PFPFA is committed to nurturing a workplace culture where every individual can thrive, collaborate, and grow both personally and professionally. With robust training and development programs, we aim to support our team members in excelling and standing out in the financial advisory industry. Since obtaining our Financial Adviser's license under the Financial Advisers Act (FAA) in January 2021, PFPFA has been dedicated to fostering a positive and inspiring environment. We strive to deliver exceptional service while empowering our team to achieve their career objectives.

Role Description

This is a full-time, on-site position located in Downtown Core. As a Private Wealth Director, you will oversee client financial portfolios, develop tailored financial plans, analyze financial data, and provide strategic advice for wealth management. You will contribute by leading client engagements, preparing financial reports, monitoring investment stra...