Wealth Advisor: Planning, Investments & Client Growth
strettagreenEastern, KY
$100,000 to $145,000
APPLY (opens in a new tab)Wealth Advisor: Planning, Investments & Client Growth
strettagreenEastern, KYSenior L5
$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 NOW (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.
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Level
Senior L5
Salary
$100,000 to $145,000
Location
Eastern, KY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago