Financial Advisor


New York
Permanent
USD150000 - USD220000
Wealth Management
PR/533340_1742304229

Financial Advisor

Job Title: Financial Advisor

Location: New York City (Hybrid)

Salary Range: $150,000 - $220,000 Base + Discretionary Bonus

Job Summary: We are currently representing a dynamic wealth management firm that is seeking a highly skilled and experienced Financial Advisor to join their team. The ideal candidate will have a minimum of 4 years of experience in financial planning and hold a CFP designation. This role offers a hybrid work environment and will have an existing book of clients for the Financial Advisor to manage.

Key Responsibilities:

  • Develop comprehensive financial plans tailored to clients' individual needs and goals.
  • Provide expert advice on investments, insurance, tax strategies, retirement planning, and estate planning.
  • Conduct regular reviews of clients' financial plans to ensure they remain aligned with their objectives.
  • Stay up-to-date with market trends, financial regulations, and industry best practices.
  • Build and maintain strong relationships with clients, providing exceptional customer service.
  • Collaborate with other financial professionals within the organization to deliver holistic financial solutions.

Qualifications:

  • Certified Financial Planner (CFP) designation is required.
  • Minimum of 4 years of experience in financial planning or a related field.
  • Bachelor's in finance, accounting, business, economics, or related field
  • Strong knowledge of financial products, investment strategies, and tax regulations.
  • Excellent analytical, organizational, and communication skills.
  • Ability to work independently and as part of a team in a hybrid work environment.
  • High level of integrity and professionalism.

FAQs

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