Wealth Management Financial Advisor

Position: Wealth Management Financial Advisor Role
Join Finovate as a Financial Advisor focused on personalized investment and financial planning solutions. Build client relationships while driving business development and strategy.

Finovate, an independent Wealth Management firm, seeks a skilled Financial Advisor to provide tailored investment advice and financial planning services. With over three years of experience in Wealth Management, you will manage client portfolios and drive comprehensive financial planning strategies including investments, estates, and risk management.

Key Responsibilities:

• Serve as the primary contact for clients' financial needs

• Develop comprehensive strategies for client portfolio management

• Review current investments and customize portfolios as needed

• Specialize in investments, planning, or business development

• Collaborate across departments to enhance business strategies

Requirements:

• 3+ years in Wealth Management with client relationship expertise

• CFP or CFA designation preferred or passed exam

• Bachelor’s degree from an accredited institution

• Detail-oriented with strong organizational skills

• Demonstrate high integrity in all client interactions

Elevate client financial strategies through your expertise and commitment at Finovate.
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