Wealth Advisor — Planning, Investments & Client Growth

Encore Network; Karachi Division; On-site; PKR 27,762,000 - 40,255,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD & D

Long-Term Disability

Short-Term Disability

FSA and 401(k) match

Job summary

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

Responsibilities include serving as the first point of contact for clients, driving financial planning and portfolio management with a holistic approach, reviewing portfolios, and collaborating to develop specialization in Investments,

Qualifications

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

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.
• Review a client’s current investments and objectives and provide a custom portfolio.
• Opportunity to specialize in Investments, Financial Planning, or Business Development.
• Collaborate across departments to drive business strategies.

Skills

Client relationship management

Portfolio management

Financial planning

Investment analysis

Business development

Education

Bachelor's degree

CFP/CFA designation or candidate

Job description

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

Responsibilities include serving as the first point of contact for clients, driving financial planning and portfolio management with a holistic approach, reviewing portfolios, and collaborating to develop specialization in Investments,