Overview:
Bizsentials Consulting is seeking an Investment & Wealth Manager / Consultant to provide financial planning, investment strategy, and wealth-building advice to entrepreneurs and small business owners. This consultant will help clients create sustainable financial plans, diversify investments, and build long-term wealth strategies.
Responsibilities:
- Develop customized investment and wealth management plans for business owners.
- Educate clients on investment options, including stocks, bonds, real estate, and alternative assets.
- Provide strategic advice on retirement planning, financial independence, and wealth preservation.
- Guide clients on risk management, tax-efficient investment strategies, and financial security.
- Assess financial goals and create action plans to build generational wealth.
- Offer insights on business exit strategies, asset protection, and estate planning.
- Monitor market trends and provide updates on investment opportunities and financial risks.
Requirements:
- 5+ years of experience in wealth management, financial advising, or investment consulting.
- Strong knowledge of retirement planning, investment vehicles, and portfolio diversification.
- Experience advising small business owners and entrepreneurs on financial growth.
- Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar credentials preferred.
- Ability to develop customized financial plans tailored to business owners’ needs.
Preferred Qualifications:
- Experience in estate planning and business succession planning.
- Background in alternative investments, including real estate and venture capital.
- Strong network of financial institutions and investment partners.
Compensation & Work Structure:
- Contract-based position with compensation per project or hourly consulting rate.
- Fully remote with flexible scheduling.
- Opportunity for long-term consulting contracts with clients.
Job Type: Remote
