Job description
The Financial Advisor role is full-time in a hybrid work setting. At Elevate, the Financial Advisor is responsible for providing comprehensive financial planning services; including, but not limited to: Wealth management, retirement planning, investment advising/planning, and financial planning. The advisor role at Elevate is entrepreneurial in nature, as advisors are expected to generate their own book of business/ client base.
The Ideal candidate is willing and excited to embrace the entrepreneurial and self-driven nature of the role. They are adept in the art of financial planning; capable of creating personally tailored financial plans, and scrupulous to ensure deliverance of accurate and ideal financial services to clients. Advisors participate in book-building/client prospecting and assess the needs of individuals to help them with a vast array of investment and financial decisions. Elevate’s experienced advisors constantly balance growing their business, and providing meticulous care to existing clients, ensuring their satisfaction with our services.