Financial Advisor
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.
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