Financial Advisor

1 month ago

New York, United States SideRamp Full time
Job DescriptionJob Description

About SideRamp

SideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process.

We are seeking a knowledgeable Financial Advisor for part-time, project-based assignments. Your primary role will be to provide expert financial guidance and support to our clients, helping them achieve their financial goals.

About Us

We are aligning with a reputable financial advisory firm based in New York City, specializing in personalized financial planning, investment management, and retirement strategies. We are expanding the team and looking for talented individuals to join us in delivering exceptional financial advisory services.

Description

As a Financial Advisor, you will be responsible for offering comprehensive financial advice and tailored solutions to our clients. You will work closely with individuals and families to develop personalized financial plans, manage investments, and provide ongoing support to ensure their financial well-being.

Responsibilities

  • Conduct thorough financial assessments for clients to understand their financial situation and goals.

  • Develop and implement customized financial plans and strategies.

  • Provide expert advice on investment options, retirement planning, and risk management.

  • Monitor clients' financial plans and make adjustments as needed.

  • Stay informed about market trends and changes in financial regulations.

  • Maintain detailed records of client interactions and financial plans.

  • Build and maintain strong relationships with clients to foster trust and long-term collaboration.

Requirements

  • Proven experience as a Financial Advisor or in a similar financial planning role.

  • Strong knowledge of financial products, investment strategies, and retirement planning.

  • Excellent analytical and problem-solving skills.

  • Ability to explain complex financial concepts in a clear and understandable manner.

  • Strong communication and interpersonal skills.

  • Relevant certifications such as CFP (Certified Financial Planner) are preferred.

  • Bachelor's degree in Finance, Economics, or a related field is preferred.

Note: Job descriptions may have been edited from their original format to ensure fair hiring standards along with consistent formats across all postings. Salary information is not guaranteed and many estimates are based on a yearly, full-time salary. This system can make mistakes.  #LI-remote

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