Job Description
Join our elite wealth management team in the heart of Manhattan! We're seeking a dynamic Financial Advisor to transform clients' financial futures through personalized investment strategies. Enjoy a competitive base salary, uncapped commission structure, and comprehensive benefits in a collaborative, growth-oriented environment.
Responsibilities
- Develop customized financial plans for high-net-worth clients
- Build and maintain client relationships through trust-based advisory
- Analyze market trends to optimize investment portfolios
- Present complex financial concepts with clarity and precision
- Drive new business development through targeted networking
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with portfolio managers on asset allocation strategies
Qualifications
- Series 7, 66, and NY Life Insurance licenses (or ability to obtain)
- 3+ years of financial services experience with proven track record
- Bachelor's degree in Finance, Economics, or related field
- Exceptional communication and presentation skills
- CFA or CFP designation preferred
- Strong analytical and problem-solving abilities
- Experience with CRM platforms (e.g., Salesforce)