Wealth Advisor: Client Strategy & Planning

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.

In this role you will drive clients’ financial planning strategies and portfolio management across investments, cash flow, tax, estates, risk and benefits, and review client objectives to tailor portfolios.

#J-18808-Ljbffr

Full job description from WhatJobs. Apply for this role →