Talent Management Specialist at Emerald Management Services
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Wealth Manager - HNI (3-7 yrs)
A wealth manager offers financial advice to high net-worth clients. Wealth managers conduct financial planning, investment management, and assist in preserving and generating wealth.
Wealth Manager Responsibilities:
- Advising clients on financial products and services.
- Buying and selling stock on behalf of the client.
- Managing investments.
- Conducting planning services.
- Providing tax planning services.
- Providing estate planning services.
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