Wealth Management Financial Advisor | Planning & Portfolios

Massa Diamond Consulting; San Francisco (CA); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life Insurance

AD&D

Long-Term Disability

Short-Term Disability

FSA

401(k) match

Traditional 401(k)

Roth 401(k)

Job summary

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

The role offers a base salary of $100,000–$145,000 with generous benefits including comprehensive medical, dental, vision, life and disability coverages and a strong 401(k) plan. Experience in wealth management and professional designations (CFP/CFA) are preferred.

Qualifications

• 3+ years of experience in Wealth Management
• CFP® or CFA designation preferred or in progress
• 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.
• Specialize in areas such as Investments, Financial Planning, or Business Development as needed.

Skills

Wealth management

Relationship management

Attention to detail

Integrity

Education

Bachelor's degree

Job description

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

The role offers a base salary of $100,000–$145,000 with generous benefits including comprehensive medical, dental, vision, life and disability coverages and a strong 401(k) plan. Experience in wealth management and professional designations (CFP/CFA) are preferred.