Wealth Manager - HNI

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.