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Financial Advisor

4 months ago

Uniondale, United States CLUTCH CAPITAL MANAGEMENT, LLC Full time
Job DescriptionJob Description

We are seeking an Independent Financial Advisor to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Independent Financial Advisory position for self starter with a book of business. Preretirement or semiretired professionals are welcome. Series 65 or 66 required. Ability to manage money for clients. Good asset gathering skills required. Sign on bonus and/or salary for qualified candidates. Attractive payout.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

​Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • Existing good book of business is preferred

Click "APPLY NOW" for consideration

Company Descriptionfinancial advisory/money management firmCompany Descriptionfinancial advisory/money management firm