Financial Advisory Specialist

2 weeks ago


Syosset, New York, United States Center for Wealth Preservation Full time

About Us:
The Center for Wealth Preservation stands as a premier firm in wealth and financial management.

Our dedicated team of seasoned financial advisors delivers tailored solutions to a varied clientele, which includes affluent individuals, professional athletes, corporations, and philanthropic organizations.

We pride ourselves on our robust ethical standards and commitment to exceptional client service. Our mission is to provide optimal solutions for our clients' financial stability and growth.

The Opportunity:
We are seeking a proficient Financial Advisory Specialist to become a vital part of our vibrant team.

The successful candidate will be tasked with crafting individualized financial management strategies while fostering a close relationship with clients to ensure their objectives and financial aspirations are achieved.


Key Responsibilities:

  • Formulating personalized, comprehensive financial strategies for clients, including guidance on investments, insurance, retirement planning, tax, and estate considerations.
  • Cultivating and sustaining strong client relationships, proactively addressing their needs and inquiries.
  • Collaborating with team members to execute strategies and uphold a high standard of client service.
  • Continuously monitoring and refining clients' financial strategies in response to shifts in their circumstances and market conditions.
  • Adhering to all industry regulations and maintaining current knowledge of market trends and pertinent financial information.

Desired Qualifications:

  • At least 5 years of experience in financial advisory or wealth management.
  • A bachelor's degree in Finance, Economics, or a related discipline.
  • Professional credentials such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
  • Strong interpersonal and communication skills, with the ability to forge relationships with clients and colleagues.
  • Proficiency in financial planning software and relevant technologies.

Valuable Assets:

  • A master's degree in Finance or a related field.
  • Experience in a client-facing capacity within a wealth management context.
  • Advanced understanding of tax regulations pertaining to investments and personal finance.
  • Proven track record in cultivating client relationships and generating new business.
  • Experience working with high-net-worth and ultra-high-net-worth clients.


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