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Associate Financial Advisor

3 months ago

Warren, United States MassMutual - NJNYC Full time
Job DescriptionJob DescriptionAbout Us:

Emerald Financial Attorney Advisory Group is a Financial Planning Team dedicated to delivering specialized financial advisory services to attorneys at prestigious law firms across the New York City Metropolitan Area. We provide comprehensive financial planning, investment management, and wealth preservation strategies tailored to the unique needs and challenges faced by legal professionals. Our team operates within a framework designed to offer comprehensive financial solutions that align with the demanding schedules and complex financial landscapes typically encountered by attorneys in high-profile firms. We specialize in the 4 major stages of financial planning: wealth accumulation, preservation, leverage, and transfer strategies.

Responsibilities:

This is a full-time role for an Associate Financial Advisor at Emerald Financial Attorney Advisory Group. The Associate Financial Advisor will be responsible for business development, and providing comprehensive financial planning services to attorneys, including retirement planning, investment management, and financial advisory. The role will involve working closely with clients to understand their financial goals, analyzing their current financial situation, and developing customized financial plans.

Requirements:
  • 1-3 Years in Financial Planning required
  • Series 7, 63/65, and/or 66 required
  • Financial Planning and Finance skills
  • Retirement Planning and Investments knowledge
  • Financial Advisory expertise
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Detail-oriented and highly organized
  • Ability to work independently and as part of a team
  • Experience in the legal or financial industry is a plus
  • Bachelor's degree in Finance, Economics, Business, or related field

Note: This role does not have a base salary. Our team is looking for someone entrepreneurial who is looking to build something for themselves with the guidance of a team that has something already built.