Mortgage & Protection Adviser
Nova Wealth
About this role
A Mortgage & Protection Adviser in the Mortgages department provides clients with advice and solutions related to mortgage products and protection insurance. The role involves assessing client needs, explaining financial options, and ensuring suitable financial products are recommended. It operates within the financial services industry, focusing on customer service and financial planning.
Skills
About Nova Wealth
novawealthmanagement.comNova Wealth Management is a Florida-based financial and wealth management firm serving Southwest Florida, with offices at 24311 Walden Center Dr Suite 200, Bonita Springs. Their advisors provide personalized strategies across investments, retirement planning, tax planning, and estate planning to support long-term financial success. The firm emphasizes holistic, client-focused wealth management to help individuals and families grow and protect their wealth over time. Nova Wealth Management positions itself as a trusted partner for comprehensive financial planning and ongoing investment guidance in Florida.
About Nova Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Nova Wealth.
Salary
$111k – $150k
per year