Wealth Advisor: Strategy, Planning & Client Growth

Purplelok; East London; On-site; ZAR 1,664,000 - 2,413,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

Short-Term Disability

401(k) match

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 financial planning and portfolio management across investments, cash flow, tax, estates, risk management and benefit plans, and reviewing objectives to

Qualifications

• 3+ years of experience in Wealth Management with demonstrated ability to manage client relationships.
• CFP or CFA designation preferred.
• Bachelors’ 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 inclusive of 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 and work cross-departmentally.

Skills

Wealth management experience

Client relationship management

Financial planning knowledge

Attention to detail

Integrity

Education

CFP/CFA designation

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.

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