Financial Advisor

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

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• 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...