Financial Advisor Aumente sus posibilidades de conseguir una entrevista leyendo la siguiente descripción general de este puesto antes de presentar su candidatura. 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. 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.

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. Either the CFP or CFA designation, or having passed the exam for the designation, is preferred. Bachelor's degree from an accredited university.

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 (Investments / Pensions) (Permanent)
🏢 Tax Analytical
📍 San Felices de Ara