Financial Advisor
2 weeks ago
Responsibilities
- Develop customized financial plans to help clients achieve their financial goals
- Manage investment portfolios and monitor market trends and economic conditions
- Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
- Actively participate in business development activities to build new client relationships and expand the Firm's network
- Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
- Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
- Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients
- Bachelor's degree in finance, accounting, economics, or a related field preferred but not required
- Minimum of 2 years of experience in the financial industry
- Certified Financial Planner (CFP®) certification preferred but not required
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
- Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work
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Cranbury, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to...
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Cranbury, New Jersey, United States Kestra Financial Independent Advisor Full timeNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...
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Cranbury, United States Kestra Financial Full timeNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...
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Cranbury, United States Kestra Financial Full timeNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...
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