Job Description
Join our elite team of financial advisors at Wealth Management Partners and transform your career in the heart of NYC's financial district. We're seeking dynamic professionals passionate about building client wealth through personalized financial strategies. Enjoy comprehensive training, cutting-edge technology, and a culture that rewards excellence. This is your opportunity to make a tangible impact while achieving unparalleled financial growth.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends and recommend tailored investment portfolios
- Meet/exceed quarterly sales and acquisition targets
- Ensure strict compliance with FINRA regulations
- Leverage CRM systems for client lifecycle management
- Collaborate with internal support teams for holistic client solutions
Qualifications
- FINRA Series 7 and 66/63 licenses required
- Bachelor's degree in Finance, Economics, or related field
- 3+ years experience in financial services/advisory role
- Proven track record of meeting sales targets
- Strong analytical and presentation skills
- Experience with portfolio management software
- Exceptional communication and relationship-building abilities
- NYC market knowledge preferred