Job Description

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 Were Looking For
Were 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

Minimum Requirements:

• Driver's License
• Own Vehicle
• 2+ Years Working Experience (Any Industry)

Were 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 dont just talk about opportunity we build it, live it and share it.