Financial Advisor

Nexspan Technologies Pvt Ltd; San Francisco, Northern (CA, KY); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental, Vision, Life and AD&D

Long-Term Disability

401(k) match

Generous benefits package

Job summary

Finovate, a leading independent Wealth Management firm in San Francisco, seeks a Financial Advisor to formulate and implement investment and financial planning strategies and manage existing client relationships. You will participate in new business development and work to improve client outcomes through a comprehensive approach across investments, cash flow, tax, and risk management.

Requirements include 3+ years in wealth management with a proven ability to manage client relationships; CFP® or

Qualifications

• 3+ years of wealth management experience managing client relationships.
• CFP® or CFA designation preferred or having passed the exam for the designation.
• Bachelor’s degree from an accredited university.
• Detail-oriented and highly organized; high integrity.

Responsibilities

• Serve as the first point of contact for clients.
• Drive financial planning strategies and portfolio management with a comprehensive approach.
• 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, and business development; collaborate cross-departmentally.

Skills

Wealth management experience

Client relationship management

CFP/CFA preferred

Bachelor’s degree

Detail-oriented

Integrity

Education

Bachelor’s degree from an accredited university

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).