This sounds like a fantastic opportunity! Here’s a refined version of your job post to attract top-tier candidates:
Wealth Management Consultant – Independent Firm

We are seeking an experienced Wealth Management Consultant to join our independent firm and play a key role in delivering comprehensive financial strategies to our clients.

What You’ll Do:

🔹 Client Advisory – Assess clients’ financial goals, risk tolerance, and investment needs to develop tailored strategies.

🔹 Investment Management – Create, monitor, and adjust diversified investment portfolios based on market trends and client objectives.

🔹 Financial Planning – Provide strategic guidance on retirement planning, tax optimization, estate planning, and wealth preservation.

🔹 Regulatory Compliance – Ensure all financial strategies align with industry regulations and best practices.

🔹 Relationship Building – Foster long-term client relationships through proactive communication and financial education.

What We’re Looking For:

✔️ Proven experience in wealth management, financial planning, or investment consulting

✔️ Strong understanding of investment products, risk assessment, and tax strategies

✔️ Excellent interpersonal and communication skills to explain complex financial concepts clearly

✔️ Knowledge of compliance requirements and industry regulations

✔️ Certifications such as CFA, CFP, or equivalent (preferred but not required)

📌 If you’re passionate about helping clients achieve financial success and want to be part of a growing independent firm, we’d love to hear from you!