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High-Net-Worth Financial Specialist

1 month ago


New York, New York, United States Taos Global Group Inc. Full time

The ideal candidate will deliver tailored investment solutions to assist clients in achieving their long-term financial objectives. They should be comfortable creating comprehensive financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Sell commercial/personal insurance and investment products to small and mid-size business owners

Qualifications

  • Have an entrepreneurial spirit and a desire to be successful
  • Be eager to help people and excited to build long-term relationships with clients
  • Have excellent communication skills
  • Must have bilingual skills-English/Chinese
  • Pay: $20,000-$100,000 (commission)

At Taos Global Group Inc., we seek a skilled Financial Advisor to provide personalized investment solutions to our clients. The ideal candidate will deliver tailored investment solutions to assist clients in achieving their long-term financial objectives.

Responsibilities:

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Sell commercial/personal insurance and investment products to small and mid-size business owners

Qualifications:

  • Have an entrepreneurial spirit and a desire to be successful
  • Be eager to help people and excited to build long-term relationships with clients
  • Have excellent communication skills
  • Must have bilingual skills-English/Chinese
  • Pay: $20,000-$100,000 (commission)