Senior Wealth Advisor

Company Overview

Iberia Airlines is an airline company providing passenger air transportation services and supporting customers with travel and flight services.

Position Summary

This fully remote position focuses on providing financial guidance and relationship support to clients. The Wealth Advisor will assess client needs, discuss suitable financial strategies, and maintain ongoing client relationships while supporting their financial objectives.

Responsibilities

• Assess client financial needs and objectives.
• Develop and present appropriate wealth management strategies.
• Maintain ongoing relationships with clients.
• Review client portfolios and financial information.
• Monitor account activity and identify relevant opportunities.
• Prepare financial recommendations and client documentation.
• Coordinate with internal teams to support client needs.

Requirements

• Experience in wealth management, financial advising, or a related role.
• Knowledge of investment and financial planning principles.
• Ability to assess client needs and provide clear recommendations.
• Strong communication and relationship management skills.
• Ability to analyse financial information accurately.
• Experience working with client portfolios is preferred.

Pay: $115,000.00-$118,500.00 per year

Benefits:

• Company events
• Paid time off
• Work from home

Work Location: Remote