Wealth Advisor: Client-Centric Planning & Growth

2BC Group; Town of Florida (NY); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental and Vision

Life and AD&D

Long-Term Disability

401(k) match

Job summary

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.

The role offers opportunities to specialize in investments or financial planning and to collaborate across departments to drive business growth, with a strong emphasis on integrity and client service.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• 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 across 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 or Financial Planning.
• Business Development: Work cross-departmentally to drive business strategies.

Skills

Client relationship management

Wealth management

Financial planning

Integrity

Education

Bachelor's degree

CFP/CFA designation or candidate

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.

The role offers opportunities to specialize in investments or financial planning and to collaborate across departments to drive business growth, with a strong emphasis on integrity and client service.