Location
fiscal, aragón, Spain
Posted
July 17, 2026
Job Description
Financial Advisor
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.
Responsibilities
- Serve as the first point of contact for a number of the team’s clients.
- Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management, and benefit plans.
- Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
- Opportunity to specialize in a technical area including, but not limited to:
- Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
- Financial Planning: option to specialize in one area ...