{"id":989918,"date":"2026-04-13T01:13:27","date_gmt":"2026-04-12T18:13:27","guid":{"rendered":"https:\/\/breakfield.com.vn\/?p=989918"},"modified":"2026-04-21T15:32:45","modified_gmt":"2026-04-21T08:32:45","slug":"vi-tri-3","status":"publish","type":"post","link":"https:\/\/breakfield.com.vn\/en\/vi-tri-3\/","title":{"rendered":"Position 3"},"content":{"rendered":"<div class=\"vgblk-rw-wrapper limit-wrapper\">\n<h1 class=\"wp-block-heading has-text-align-left\">Financial Advisor<\/h1>\n\n\n\n<p class=\"has-text-align-left\">Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background is-style-wide\" style=\"background-color:#abb7c229;color:#abb7c229\"\/>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\">Responsibilities:<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Serve as the first point of contact for a number of the team&#039;s clients.<\/li>\n\n\n\n<li>Drive clients&#039; financial planning strategies and portfolio management with a comprehensive approach including of investments, cash flow, tax, estates, risk management and benefit plans.<\/li>\n\n\n\n<li>Review a client&#039;s current investments and objectives and provide a custom portfolio within the firm&#039;s guidelines.<\/li>\n\n\n\n<li>Opportunity to specialize in a technical area including but not limited to:<\/li>\n\n\n\n<li>Investments: participate on the firm&#039;s investment committee and cover a segment of the investment universe.<\/li>\n\n\n\n<li>Financial Planning: option to specialize in one area of financial planning serving as the firm&#039;s internal subject matter expert.<\/li>\n\n\n\n<li>Business Development: Work cross-departmentally to drive business strategies.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background is-style-wide\" style=\"background-color:#abb7c229;color:#abb7c229\"\/>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\">Qualifications:<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships<\/li>\n\n\n\n<li>Either the CFP\u00ae or CFA designation, or having passed the exam for the designation, is preferred<\/li>\n\n\n\n<li>Bachelors&#039; degree from an accredited university<\/li>\n\n\n\n<li>Detail-oriented and highly organized<\/li>\n\n\n\n<li>Of the Highest Integrity<\/li>\n\n\n\n<li>Maintain a \u201cclient-first\u201d mentality<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background is-style-wide\" style=\"background-color:#abb7c229;color:#abb7c229\"\/>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\">Compensation &amp; Benefits:<\/h5>\n\n\n\n<p>Compensation Range: $100,000 \u2013 $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD &amp; D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background is-style-wide\" style=\"background-color:#abb7c229;color:#abb7c229\"\/>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Address: <\/strong>7th Floor, Phuong Tower, 31C Ly Tu Trong Street, Saigon Ward, Ho Chi Minh City, Vietnam<\/p>\n\n\n\n<p><strong>Hotline:<\/strong> 028 777 288 22<\/p>\n\n\n\n<p><strong>E-mail: <\/strong><a href=\"mailto:contact@breakfield.com.vn\">contact@breakfield.com.vn<\/a> <\/p>\n\n\n\n<p><strong>government:<\/strong> <a href=\"https:\/\/breakfield.com.vn\/en\/\">https:\/\/breakfield.com.vn<\/a><\/p>\n<\/div><!-- .vgblk-rw-wrapper -->","protected":false},"excerpt":{"rendered":"<p>Financial Advisor Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies. Responsibilities: Qualifications: Compensation &amp; Benefits: Compensation Range: $100,000 \u2013 $145,000 base (excluding potential incentives). This is the pay range&#8230;<\/p>","protected":false},"author":2,"featured_media":9810,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"uix_meta_title":"","uix_meta_description":"","uix_canonical_url":"","footnotes":""},"categories":[61],"tags":[],"class_list":["post-989918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuyen-dung"],"_links":{"self":[{"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/posts\/989918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/comments?post=989918"}],"version-history":[{"count":2,"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/posts\/989918\/revisions"}],"predecessor-version":[{"id":990561,"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/posts\/989918\/revisions\/990561"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/media\/9810"}],"wp:attachment":[{"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/media?parent=989918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/categories?post=989918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/breakfield.com.vn\/en\/wp-json\/wp\/v2\/tags?post=989918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}