Job Description
Join our award-winning wealth management firm in the heart of Manhattan as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage high-net-worth client portfolios while driving business growth in New York's competitive financial landscape. Enjoy comprehensive training, industry-leading tools, and a collaborative culture that values innovation and client-centric solutions.
Responsibilities
- Develop and execute personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends and investment opportunities to optimize portfolio performance
- Drive business development through targeted networking and referral generation
- Ensure compliance with FINRA regulations and firm policies
- Mentor junior advisors to foster team growth and knowledge sharing
Qualifications
- Series 7 and Series 66/63 licenses required
- 5+ years of experience in financial services or wealth management
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- CFP or CFA designation preferred