Job Description
Financial Advisor
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Finovate, a leading independent Wealth Management firm, is seeking 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
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 co...