Executive Assistant - Preston Wealth Advisors, LLC

Job Title: Wealth Advisor

Responsibilities:

• Develop and maintain relationships with high-net-worth clients.
• Provide comprehensive financial planning and investment strategies.
• Conduct regular portfolio reviews and performance analysis.
• Stay updated on market trends and investment opportunities.
• Collaborate with a team of financial professionals to deliver tailored solutions.

Qualifications:

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 3 years of experience in wealth management or financial advisory.
• Strong analytical and communication skills.
• Professional certifications (e.g., CFP, CFA) preferred.