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NW Strategic Private Wealth Management Group

Verified Job Source

NW Strategic Private Wealth Management Group

Vancouver, BC

Financial Services
1–10 people

About

We Partner With Multi-Millionaires to Become Financially More Successful for the Long-Term. Servicing clients for the long-term in becoming financially more successful with the highest possible standards of private client service is front and center for NW Strategic Private Wealth Management Group, and their life-long relationships with clients.

Open positions

Associate Financial Advisor

Hybrid · Vancouver

Manage client portfolios and wealth plans, conduct financial planning and financial analysis, and communicate strategies to clients. Collaborate with the team on investment and planning strategies while providing long-term client service and marketing and prospecting for new clients.