About us
Optifino is a cutting-edge financial tech firm dedicated to empowering individuals, families, and businesses to achieve their financial goals through innovative and personalized solutions. We leverage advanced technology and data analytics to provide expert guidance and advice. Our mission is to make financial freedom accessible to everyone.
We have built revolutionary technology over the last 2 years!
**Job Summary:** We are seeking a skilled Financial Advisor to join our team. The ideal candidate will provide financial guidance and assistance to clients for their investment planning and financial decisions. **Responsibilities:** - Offer financial advice on investment opportunities, estate planning, and other financial matters - Develop customized financial plans based on clients' needs and goals - Monitor clients' financial situations regularly to ensure plans are on track - Provide guidance on retirement planning, insurance needs, and tax strategies - Stay updated on financial industry trends and regulations - Build and maintain client relationships through regular communication - Collaborate with other professionals such as accountants and attorneys to provide comprehensive financial solutions **Experience:** - Bachelor's degree in Finance, Accounting, Economics, or related field - Proven experience in corporate accounting, financial sales, or related fields - Strong knowledge of financial services, investment management, and financial analysis - Familiarity with financial software for planning and analysis - Understanding of wills, trusts, and estate law - Excellent math skills for calculations and projections **Nice-to-Have Skills:** - Sales experience in the financial sector - Certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Join our team as a Financial Advisor to help clients achieve their financial goals through sound advice and strategic planning.
Job Type: Full-time
Pay: $95,551.00 - $106,749.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation package:
- Bonus opportunities
- Commission pay
- Employee stock purchase plan
- Profit sharing
- Signing bonus
Weekly schedule:
- Choose your own hours
- Monday to Friday
Work setting:
- In-person
- In the field
- Office
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- New York, NY 10006 (Preferred)
Ability to Relocate:
- New York, NY 10006: Relocate before starting work (Required)
Work Location: In person