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Wealth Advisor: Planning, Investments & Client Growth

$100k - $145k

StrettaGreen

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. #J-18808-Ljbffr StrettaGreen

Vacancy posted 6 days ago
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