Wealth Advisor: Client-Centric Planning & Investments

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, 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.