Financial Advisor
Location (REMOTE): Albany, NY - MUST be located in Capital Region
Job Type: Full-time
Compensation: $90,000 - $150,000 base salary + bonus
About Our Client:
Join a distinguished wealth management firm with a strong focus on research-driven decision-making, offering tailored solutions to meet the diverse needs of their clients. The firm's expertise spans across various asset classes, ensuring robust portfolio management and long-term growth.
Key Responsibilities:
- Business Development: Proactively seek new business opportunities.
- Client Relations: Develop a strong rapport with new and existing clients.
- Investment Strategy Execution: Implement investment strategies while regularly monitoring performance.
- Wealth Management Planning: Oversee the creation of comprehensive wealth management plans for high-net worth clients.
Qualifications:
- Educational Background: BS in Accounting or a related field
- Experience: 6+ years of experience in financial advising
- Client Experience: MUST have experience advising high-net worth clients and achieving new business
- FINRA Licenses: MUST have Series 6, 63, 65, 66, or 7
Preferred Qualifications:
- CFP
Our client is interviewing fast-don't miss out on this exciting opportunity! Click apply now!
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