Financial Advisor

Massa Diamond Consulting; San Francisco (CA); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life Insurance

AD&D

Long-Term Disability

Short-Term Disability

FSA

401(k) match

Traditional 401(k)

Roth 401(k)

Job summary

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

The role offers a base salary of $100,000–$145,000 with generous benefits including comprehensive medical, dental, vision, life and disability coverages and a strong 401(k) plan. Experience in wealth management and professional designations (CFP/CFA) are preferred.

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 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.
• Specialize in areas such as Investments, Financial Planning, or Business Development as needed.

Skills

Wealth management

Relationship management

Attention to detail

Integrity

Education

Bachelor's degree

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).