Financial Advisor
Financial Advisor
Job Title: Financial Advisor
Location (Hybrid): New York, NY
Job Type: Full-time
Compensation: $150,000 - $200,000 base salary
About Our Client:
Join a distinguished wealth management firm focusing on HNWI and institutions. Our client offers a range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future.
Key Responsibilities:
- Business Development: Continuously engage in business development, including following up on various leads.
- Client Engagement: Engage in prospect calls to secure new clients.
- Information Gathering: Manage client bank account records, tax returns, insurance records, pension information, and wills.
- Financial Documentation: Oversee the maintenance of client information such as performance reports, financial document analysis, and income projections.
- Strategy Recommendations: Provide recommendations for clients to achieve their financial goals.
- Compliance: Maintain compliance with both industry and company regulations/policies.
Qualifications (Non-negotiable):
- Experience: 5+ years of experience in financial planning and tax planning
- Licenses: CFP/CFA, License to sell life insurance, Series 7, and Series 66
- Product Knowledge: Wealth management, estate planning, trusts, IRAs, 401ks/defined benefit plans, and/or high-net worth clients
Preferred Qualifications:
- Language: Hindi, Gujarati, Punjabi, and/or Urdu
URGENT HIRE! Click apply now!
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.