Wealth Advisor: Client-Centric Planning & Growth

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 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