strettagreenMillbrae, CA
Wealth Advisor: Planning, Investments & Client Growth
$100,000 to $145,000
Apply (opens in a new tab)Wealth Advisor: Planning, Investments & Client Growth
Wealth Advisor: Planning, Investments & Client Growth
strettagreenMillbrae, CA
3 days ago
$100,000 to $145,000
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage client relationships, and participate in new business development strategies. The role offers 3+ years of wealth management experience, a Bachelor's degree, and a preference for CFP/CFA designation. Compensation ranges from $100,000 to $145,000 base with generous benefits and potential incentives.
Also on the board Same function, level within a rung
Level
Senior
Salary
$100,000 to $145,000
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago