Wealth Advisor: Client Growth & Financial Planning

Kala-i Füsus; 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) matching

Job summary

Finovate, a leading independent Wealth Management firm in San Francisco, is seeking 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 holistic strategies across investments, cash flow, taxes, estates, and risk management, with opportunities to specialize in areas such as investments or financial planning, and to collaborate across

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 for the designation.
• 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 Investments, Financial Planning, or Business Development.

Skills

Client relationship management

Attention to detail

Integrity

Education

Bachelor’s degree

Job description

Finovate, a leading independent Wealth Management firm in San Francisco, is seeking 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 holistic strategies across investments, cash flow, taxes, estates, and risk management, with opportunities to specialize in areas such as investments or financial planning, and to collaborate across