Financial Advisor

3 days ago


New York, United States Vensure Employer Services Full time
Position Summary

A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.

Job Responsibilities
  • Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.
  • Budgeting: Advisors can help you create a budget to boost savings and manage expenses.
  • Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.
  • Retirement Planning: Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs.
  • Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.
  • Insurance: They can help determine if life insurance or annuity products are suitable for you.
  • Help client with financial planning.
  • Retirement plans or disabilities.
  • Act as a financial advisor.
  • Pick up a new account 1 weekly, (own book of business or they will help them to build one).
  • Handle and grow own book of business.
Qualifications
  • College educated, but not mandatory.
  • Mandatory Licenses:
    • Series 7 registered rep
    • Series 6
    • Series 63 or 65
  • Experience as a financial advisor of at least 1 year.


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