Wealth Advisor: Client-Focused Planning & Portfolio Strategy

The Lawton Firm; San Francisco (CA); On-site; 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

Short-Term Disability

FSA

401(k) match

Traditional and Roth 401(k)

Job summary

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

You will drive financial planning and portfolio management across investments, cash flow, tax, estates, risk management, and benefits, reviewing client objectives to customize portfolios within firm guidelines.

Qualifications

• 3+ years of experience in Wealth Management with client relationships.
• CFP or CFA designation preferred or having passed the designation 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.

Skills

Client relationship management

Financial planning

Portfolio management

CFP/CFA designation preferred

Education

Bachelor's degree

Job description

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

You will drive financial planning and portfolio management across investments, cash flow, tax, estates, risk management, and benefits, reviewing client objectives to customize portfolios within firm guidelines.