Job Description
Join WealthFirst Financial Partners in the heart of Manhattan and transform your career in wealth management. As a premier financial advisory firm, we empower clients to achieve their financial dreams through personalized investment strategies and comprehensive planning. Our New York team operates in a dynamic, collaborative environment where top-tier professionals thrive. We're seeking a driven Financial Advisor to build client relationships, deliver exceptional service, and grow alongside our expanding client base in the world's financial capital.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain robust client portfolios across equities, bonds, and alternative investments
- Conduct market research and provide actionable insights on economic trends
- Drive new client acquisition through strategic networking and referrals
- Collaborate with internal teams to ensure seamless service delivery
- Maintain FINRA Series 7 and 66/63/65 certifications compliance
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of experience in financial services/advisory role
- FINRA Series 7, 66/63, and 65 certifications required
- Proven track record of client relationship management
- Strong analytical skills and market acumen
- Excellent communication and presentation abilities
- NYC-based financial services network preferred