What are the responsibilities and job description for the Personalized Wealth Advisor position at Innovations PSI?
About This Opportunity
As a Financial Advisor at Innovations PSI, you will be responsible for managing existing client relationships and providing tailored financial advice to help them grow their wealth. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
Responsibilities:
- Develop and implement comprehensive financial plans for high-net-worth clients
- Manage client portfolios, including investments, retirement planning, and estate planning
- Provide expert financial advice on equity compensation, tax, real estate, and insurance
- Collaborate with the Business Development team to identify new business opportunities
Qualifications:
- CFP certification and 3-7 years of client-facing advisory experience
- Excellent communication and relationship-building skills
- Ability to work independently and as part of a team
- Knowledge of Bay Area firm benefits and relevant financial areas
