Job Overview:
We are seeking a skilled Financial Advisor to join our team. The ideal candidate will have a strong background in financial concepts, wealth management, and asset management. As a Financial Advisor, you will provide clients with financial planning services to help them achieve their financial goals.
Responsibilities:
- Offer expertise on various financial services such as estate planning, retirement planning, and investment strategies
- Analyze clients' financial situations to develop personalized financial plans
- Provide guidance on tax planning and insurance options
- Monitor clients' portfolios and recommend adjustments as needed
- Stay informed about changes in financial regulations and market trends
- Build and maintain client relationships through regular communication and reviews
Experience:
- Proficiency in wealth management, portfolio management, and asset management
- Strong understanding of financial planning principles
- Knowledge of wills, trusts, and estate law
- Ability to perform technical accounting tasks
- Excellent math skills for analyzing data and creating financial plans
- Experience working with various financial products and services
If you are a dedicated Financial Advisor with a passion for helping clients secure their financial future, we encourage you to apply.
Job Type: Full-time
Pay: $50,000.00 - $300,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation package:
- Bonus opportunities
- Commission pay
- Profit sharing
Weekly schedule:
- Monday to Friday
- Weekends as needed
Work setting:
Ability to Relocate:
- New York, NY 10016: Relocate before starting work (Required)
Work Location: In person