Wealth Management Partner

Designation: Partner

Position: Wealth Management Instructor Mentor (Part-Time)

Job Type: Consultant

Benefits:

Revenue distribution or a fixed hourly rate, with potential for performance-based bonuses tied to training outcomes.

Reports to: Founder/CEO

Job Overview

The Wealth Management Instructor Mentor will provide expert training and mentorship to Eduroids' students on a part-time basis, focusing on wealth management principles, strategies, and tools. This role involves delivering interactive training sessions, developing industry-relevant course materials, and offering personalized guidance to students, preparing them for careers in wealth management, financial planning, and investment advisory.

Key Responsibilities

Training Delivery:

• Conduct engaging weekend training sessions covering core wealth management topics such as portfolio management, financial planning, investment strategies, and client relationship management.
• Provide insights into the use of financial analysis tools and platforms.

Curriculum Development:

• Develop and update course materials that reflect current trends and regulations in wealth management and financial planning.
• Design case studies and simulations that mimic real-world wealth management scenarios.

Hands-On Learning:

• Guide students through practical exercises, including portfolio creation, risk assessment, and retirement planning using tools like Bloomberg, Morningstar, or Excel.
• Introduce participants to wealth management software such as eMoney Advisor, Wealthbox, or Orion Advisor Tech.

Mentorship:

• Offer personalized guidance to students, addressing individual learning needs and career aspirations in the wealth management field.
• Provide practical advice on certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst).

Industry Alignment:

• Ensure training content aligns with the latest market trends, regulatory requirements, and client servicing strategies in wealth management.

Assessment and Feedback:

• Assess student progress through quizzes, financial modeling exercises, and portfolio presentations.
• Provide constructive feedback to improve their analytical and client management skills.

Knowledge Transfer:

• Share over 15 years of industry experience, including client advisory, portfolio management, and financial planning, to bridge theoretical knowledge and practical application.

Key Measures

• Student Skill Development: High competency levels in financial planning, portfolio management, and wealth advisory strategies.
• Curriculum Relevance: Ensure training materials reflect the latest advancements in wealth management tools and techniques.
• Hands-On Expertise: Students demonstrate practical skills in creating and managing investment portfolios.
• Feedback Scores: Achieve excellent participant ratings for training quality and mentorship.

Qualifications

Education:

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field.

Experience:

• Minimum of 15 years of professional experience in wealth management, financial planning, or investment advisory roles.
• Proven track record of managing high-net-worth clients and portfolios.
• Real-time experience with Fortune 500 financial institutions is highly preferred.

Technical Skills:

• Proficiency in financial modeling, asset allocation, and investment analysis.
• Expertise in financial planning software and portfolio management tools.
• Strong understanding of market trends, risk management, and regulatory compliance.

Soft Skills:

• Exceptional communication and interpersonal skills for mentoring and client engagement.
• Strong analytical and problem-solving abilities.
• Ability to simplify complex financial concepts for diverse audiences.

Personal Attributes

• Passionate about financial education and wealth management.
• Resilient, adaptable, and committed to continuous improvement.
• Collaborative and inspiring mentor who creates an engaging learning environment.

Benefits

• Competitive compensation based on hourly or project-based engagement.
• Flexible remote working options.
• Opportunity to mentor and shape the next generation of wealth management professionals.
• Collaborative and dynamic work environment.