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Financial Planner

2 months ago

Stamford, Connecticut, United States Staffing Ninja Full time
Financial Advisor Role

Staffing Ninja is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building relationships and bringing assets to the firm, while the portfolio managers handle the investing.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to gather assets and grow the business.
  • Work closely with the portfolio managers to understand client needs and preferences.
  • Stay up-to-date with financial regulations and compliance to ensure seamless operations.
  • Collaborate with the team to achieve business objectives and drive revenue growth.

Requirements:

  • Series 65 license or equivalent experience.
  • Strong analytical and problem-solving skills, with excellent communication and interpersonal skills.
  • Experience in finance and investments, with a Bachelor's degree in a related field.
  • Certifications such as CFP are a plus.

What We Offer:

  • A competitive payout structure, including equity participation for top performers.
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A chance to work with a talented team of professionals who share your passion for finance and investments.