Financial Advisor

Dravya Financial Solutions; Change; Sur place; EUR 86 000 - 124 000; Plein temps

Résumé du poste

Dravya Financial Solutions in France is seeking a wealth management professional with 3+ years of client relationship experience to join our team. You will serve as the first contact for a subset of clients and drive financial planning strategies, portfolio management, and cross-disciplinary guidance across investments, cash flow, taxes, estates, and risk management.

You will review client objectives, tailor portfolios within firm guidelines, and may specialize in investments, financial

Qualifications

• 3+ years of experience in Wealth Management with client relationships.
• CFP or CFA designation, or having passed the exam, is preferred.
• Bachelor's degree from an accredited university.
• Detail-oriented and highly organized; maintain a client-first mentality.

Responsabilités

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach including investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in investments, financial planning, or business development.

Connaissances

Client relationships

Attention to detail

Integrity

Client-first mindset

Formation

Bachelor's degree

CFP/CFA designation

Description du poste

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to:
• Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
• Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
• Business Development: Work cross-departmentally to drive business strategies.

Responsibilities

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to:
• Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
• Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
• Business Development: Work cross-departmentally to drive business strategies.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships
• Either the CFP or CFA designation, or having passed the exam for the designation, is preferred
• Bachelors’ degree from an accredited university
• Detail-oriented and highly organized
• Of the highest integrity
• Maintain a "client-first" mentality

Compensation & Benefits

Compensation Range: $100,000 - $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).