At a Glance
- Tasks: Help clients with investment strategies and financial planning while building strong relationships.
- Company: Finovate, a top independent Wealth Management firm with a focus on client success.
- Benefits: Generous salary, fully paid medical plan, and excellent retirement options.
- Other info: Opportunity to specialise in investments or financial planning within a supportive team.
- Why this job: Make a real difference in clients' financial lives while growing your career in wealth management.
- Qualifications: 3+ years in Wealth Management and a relevant certification preferred.
The predicted salary is between 100000 - 145000 £ per year.
Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.
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 a technical area including but not limited to:
- Investments: participate on the firm's investment committee and cover a segment of the investment universe.
- Financial Planning: option to specialize in one area of financial planning serving as the firm's internal subject matter expert.
- Business Development: Work cross-departmentally to drive business strategies.
Qualifications:
- 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
- Either the CFP or CFA designation, or having passed the exam for the designation, is preferred.
- Bachelor's degree from an accredited university.
- Detail-oriented and highly organized.
- Of the highest integrity.
Compensation Range: $100,000 - $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.
Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
Financial Advisor employer: Reserved By Optimum Business Solutions Ltd
Finovate is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to a collaborative work culture, we offer comprehensive benefits including a fully paid medical plan and generous retirement contributions, ensuring our Financial Advisors can focus on delivering top-notch service to clients while enjoying a fulfilling career. Located in a vibrant area, our firm encourages specialisation in various financial planning domains, providing ample opportunities for personal and professional development.
Contact Details:
Reserved By Optimum Business Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor
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