Associate Financial Advisor

Firm Overview
Revolve Wealth Partners is an independent, high growth, fiduciary-driven firm dedicated to transforming complexity into clarity for families, businesses, and non-profits. As an Associate Financial Advisor, you'll deliver exceptional client service, comprehensive financial planning, and wealth management advice in a collaborative, innovative environment.

Job Overview

We are seeking a motivated Financial Advisor with 3–5 years of experience to join our team. In this role, you will provide exceptional service, along with comprehensive financial planning and wealth management advice, to help clients achieve their financial goals. As a trusted advisor, you will work as a team with other Revolve professionals to:

• Deliver personalized strategies across all areas of wealth management.
• Leverage our team's intellectual property, resources, and support.
• Apply strong analytical skills and demonstrate exceptional communication.
• Uphold the highest fiduciary standards, advice and care in every client interaction.

Responsibilities:

• Conduct regular client reviews and maintain ongoing communication.
• Work with the team to develop comprehensive financial plans tailored to client needs.
• Provide guidance on clients' complete financial world, not exclusively their investments.
• Collaborate with internal and external experts on financial plans and strategies.
• Maintain accurate client data, review accounts, and prepare financial reports.
• Nurture relationships to generate referrals and serve a diverse client base.
• Service a diverse client base, including individuals, businesses, and organizations such as non-profits, charities, pensions, and foundations. Note: Tax and legal strategies are confirmed with clients' attorneys and accountants; Revolve does not provide tax or legal advice.

Requirements:

• Bachelor's degree.
• 3–5 years of client