Financial Advisor

TB World; San Francisco (CA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental Insurance

Vision Insurance

Life and AD&D

Long-Term Disability

Short-Term Disability

FSA

401(k) match

Job summary

Finovate, a leading independent Wealth Management firm, seeks a Financial Advisor to deliver comprehensive investment and financial planning advice and nurture client relationships in a dynamic, growth-oriented environment.

The role includes potential specialization in investments, financial planning, or business development, with collaboration across departments to drive firm strategies and client outcomes.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• CFP® or CFA designation preferred or having passed the exam.
• 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 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 a technical area including investments, financial planning, or business development.
• Participate on the firm’s investment committee and cover a segment of the investment universe.
• Serve as the internal subject matter expert in financial planning or other area and drive cross-departmental business strategies.

Skills

Client relationship management

Wealth management

Financial planning

Portfolio management

Attention to detail

Integrity

Education

Bachelor’s degree from an accredited university

CFP® or CFA designation preferred

Job description

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

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).