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Financial Advisor

2 months ago

Scottsdale, United States VTK Partners Inc Full time
Job DescriptionJob Description

VTK Partners is recruiting Financial Advisors on behalf of a major financial organization seeking to grow its Scottsdale, AZ office and give proven financial advisors greater flexibility and autonomy to manage their books.

Financial Advisors will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

MUST HAVE A BOOK OF $15m+ AUM OR GREATER

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

 

Qualifications

 

  • Bachelor's degree in Finance or related field
  • 4+ years of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Company DescriptionVTK Partners is hiring on behalf of a top financial institution with the highest splits in the industry.Company DescriptionVTK Partners is hiring on behalf of a top financial institution with the highest splits in the industry.

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