Wealth Advisor: Strategic Planning, Investments & Client Growth

WealthSorted; San Francisco (CA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Medical plan (fully paid)

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.

Responsibilities include serving as the first point of contact for clients, driving planning and portfolio management across investments, cash flow, tax, estates, risk management, and benefit plans, and reviewing client portfolios within

Qualifications

• 3+ years of experience in Wealth Management.
• 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.
• 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

Attention to detail

Integrity

Education

CFP designation or CFA designation (preferred)

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.

Responsibilities include serving as the first point of contact for clients, driving planning and portfolio management across investments, cash flow, tax, estates, risk management, and benefit plans, and reviewing client portfolios within