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Financial Planning Specialist

1 week ago


New York, New York, United States GYL Financial Synergies Full time
Job Summary

We are seeking a highly skilled Wealth Advisor to join our team at GYL Financial Synergies. As a key member of our financial services team, you will play a crucial role in providing exceptional client experiences and driving business growth.

The successful candidate will have a proven track record in financial planning and wealth management, with a strong focus on building long-term relationships with clients and partners.

  • Key Responsibilities:
  • Create customized investment plans tailored to each client's unique needs and goals.
  • Conduct thorough financial analyses and provide expert advice to clients and partners.
  • Develop and maintain comprehensive knowledge of financial markets and industry trends.
  • Collaborate with cross-functional teams to identify new business opportunities and drive revenue growth.