Quik Hire Staffing
Wealth Manager - CFA (Remote)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Wealth Manager - CFA (Remote)
Role: Wealth Manager - CFA (Remote)
Location: Remote (Work from Anywhere) Job Type: Contract Payout: Competitive, based on experience
Role Overview
We are hiring for one of our clients, seeking a Financial Advisor (CFA or CFP) to work on a contract basis. The role involves providing expert financial planning and investment advisory services to clients, ensuring compliance with regulatory standards and delivering tailored financial solutions.
Key Responsibilities
• Develop and implement comprehensive financial plans aligned with client goals and risk tolerance. • Provide investment advice and portfolio management based on CFA or CFP methodologies. • Conduct financial analysis, risk assessment, and retirement planning for individual and institutional clients. • Ensure adherence to fiduciary standards and regulatory requirements in all financial recommendations. • Collaborate with cross-functional teams to deliver integrated financial advisory solutions.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Required Skills & Qualifications
• CFA or CFP certification is required. • Proven experience in financial planning, investment management, or related advisory roles. • Strong analytical skills with proficiency in financial modelling and risk assessment tools. • Ability to interpret complex financial data and communicate insights to non-technical stakeholders. • Knowledge of regulatory frameworks governing financial advisory services.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
More About the Opportunity
This role offers a unique opportunity to work with a global leader in the financial services industry, contributing to the delivery of high-impact financial advisory solutions for a diverse client base.
Equal Opportunity Employer
We hire based on skills and expertise. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are reviewed solely on demonstrated technical ability and qualifications.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location