Wealth Advisor: Portfolio Strategy & Client Growth

Tax Analytical; Fiscal; Presencial; EUR 87.000 - 126.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

401(k) match

Descripción de la vacante

Finovate is seeking a Financial Advisor to provide comprehensive investment and financial planning advice, manage client relationships, and contribute to new business development strategies. You will help formulate and implement tailored financial plans for clients and work with the investment committee.

The role offers exposure to a broad range of wealth management activities, with opportunities to specialize in technical areas such as Investments or Financial Planning, while partnering across

Formación

• Manage client relationships and drive wealth management strategies.
• Provide comprehensive investment and financial planning advice.
• Collaborate with investment committee and cross-departmentally.
• CFP/CFA designation preferred or exam passed.

Responsabilidades

• Serve as the first point of contact for team clients.
• Drive financial planning and portfolio management with a comprehensive approach.
• Review client investments and objectives to customize portfolios.
• Collaborate across departments to drive business strategies.

Conocimientos

Client relationships

Attention to detail

Integrity

Client-first mentality

Educación

Bachelor's degree

CFP/CFA designation or exam

Descripción del empleo

Finovate is seeking a Financial Advisor to provide comprehensive investment and financial planning advice, manage client relationships, and contribute to new business development strategies. You will help formulate and implement tailored financial plans for clients and work with the investment committee.

The role offers exposure to a broad range of wealth management activities, with opportunities to specialize in technical areas such as Investments or Financial Planning, while partnering across