Employer: Envestpro About us Envestpro Gravitas is a trusted leader in delivering tailored financial solutions for individuals, families, and businesses. Our culture is rooted in a passion for helping clients navigate their financial journeys with confidence, providing them with expert guidance and a commitment to their financial well-being at every stage. Key Responsibilities ·         Perform thorough financial evaluations to assess clients' current financial standing, including detailed analyses of assets, liabilities, income sources, expenses, and long-term goals. ·         Develop and implement customized, advanced financial strategies covering areas such as investment management, retirement planning, tax optimization, education funding, and estate planning. ·         Provide actionable, high-impact financial advice focused on capital growth, risk management, liquidity optimization, and sustainable wealth creation. ·         Stay ahead of economic shifts, market trends, and regulatory changes to ensure financial plans remain adaptable, up-to-date, and goal-oriented. ·         Build and maintain strong, long-term client relationships through strategic advice, consistent communication, and regular performance reviews. ·         Keep up-to-date expertise in financial markets, tax laws, regulatory standards, and emerging investment opportunities to offer forward-thinking, data-driven advice. ·         Work closely with internal specialists, including tax advisors, portfolio managers, and legal experts, to deliver fully integrated, value-driven financial solutions aligned with client objectives. What We’re Looking For We’re seeking ambitious, results-driven individuals who are ready to take charge of their future and build their own financial advisory business. If your passionate about finance, eager to drive success and you have a passion for working with people, we want to hear from you. Key Candidate Criteria: * An entrepreneurial mindset with a genuine interest in both business and personal finance * Strong interpersonal and communication skills, with the ability to establish lasting, meaningful client relationships * Self-starter, highly disciplined, and focused on achieving goals * A collaborative team player who thrives in a fast-paced, high-performance environment * Experience in financial services or sales is an advantage, but not required * A relevant degree in finance, business, economics, or a related field is a plus We’re on the lookout for individuals who want more than just a job – those who are driven to make a real impact, value continuous professional growth and want to be part of a dynamic, supportive team. At Envestpro Gravitas, we don’t just talk about opportunity – we build it, live it and share it.