Wealth Advisor: Client Strategy & Planning

Vasavefs; Ilford; Sur place; GBP 74 438 - 107 935; Plein temps

Résumé du poste

Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.

In this role you will drive clients’ financial planning strategies and portfolio management across investments, cash flow, tax, estates, risk and benefits, and review client objectives to tailor portfolios.

Qualifications

• 3+ years of experience in Wealth Management
• CFP or CFA designation or progress toward designation
• Bachelor's degree from an accredited university
• Detail-oriented and highly organized
• Of the highest integrity

Responsabilités

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management across investments, cash flow, tax, estates, risk, 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 Investments or Financial Planning, or to contribute to Business Development by working cross-departmentally.

Connaissances

Wealth management

Client relationship management

Attention to detail

Integrity

Formation

Bachelor's degree

CFP or CFA designation

Description du poste

Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.

In this role you will drive clients’ financial planning strategies and portfolio management across investments, cash flow, tax, estates, risk and benefits, and review client objectives to tailor portfolios.