Financial Representative

Mikhael Paul Wealth Management is an investment adviser committed to helping individuals achieve their financial goals. The Financial Representative plays a critical role in supporting seniors through education and financial preparedness, ensuring their documentation is organized and helping them navigate financial matters.ResponsibilitiesEducate seniors on financial scam and fraud preventionAssist seniors with organizing personal and financial documents, including benefits, insurance, wills, trusts, and estate materialsCreate and maintain a Legacy Binder to ensure families can easily locate critical informationReview beneficiary designations and identify missing or outdated informationProvide guidance on retirement income and required distributions to help prevent errors and penaltiesAssist with credit review, cleanup, and financial hygiene when necessarySupport families after a senior’s passing by helping ensure required documentation is submitted correctly and financial tasks are handled appropriatelyHelp families understand inherited obligations and ensure debts are addressed properly and fairlyServe as an advocate to help protect families from potential financial exploitation, including unfair practices by vendors or service providersMaintain accurate, confidential records in accordance with privacy and data-handling policiesCollaborate with nonprofit partners and MKPWM advisors to ensure consistent, ongoing senior supportSkillsMust have ACTIVE Life and Health Insurance LicenseBackground in finance, insurance, banking, social services, or related field preferredStrong organizational skills and attention to detailCompassionate, patient, and professional demeanor when working with seniors and familiesUnderstanding of basic financial, estate, and benefits concepts (training provided)Ability to explain complex topics in a clear, non-technical mannerCommitment to ethical standards, confidentiality, and senior advocacyCompany OverviewMikhael Paul Wealth Management offers a comprehensive suite of services designed to help clients preserve, grow, and transfer their wealth. It was founded in 2025, and is headquartered in New York, NY, US, with a workforce of 2-10 employees. Its website is https://www.mikhaelpaul.com.



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