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Financial Services Professional

2 months ago

New York, New York, United States Lenox Advisors Full time
About Lenox Advisors

Lenox Advisors is a leading wealth and insurance advisory firm dedicated to providing tailored solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to delivering exceptional service and expertise, while fostering a collaborative and entrepreneurial environment that encourages growth and development.

Job Summary

We are seeking an experienced and ambitious Financial Advisor to join our team. As a Financial Advisor at Lenox Advisors, you will be responsible for developing new client opportunities across the wealth management spectrum, including insurance, asset management, risk management, estate planning, retirement planning, and more.

Key Responsibilities
  • Establish and maintain long-term relationships with clients, providing personalized financial solutions and guidance.
  • Develop and execute comprehensive financial plans, taking into account clients' unique needs and goals.
  • Stay up-to-date with industry trends and best practices, continuously expanding your knowledge and expertise.
  • Collaborate with colleagues and other professionals to deliver exceptional client service and support.
Requirements
  • Proven track record of success in financial services, with a strong network of contacts and relationships.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
  • Ability to work independently and as part of a team, with a strong commitment to delivering exceptional results.
What We Offer
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive compensation package, with bonuses and incentives for outstanding performance.
  • A comprehensive benefits program, including health insurance, retirement planning, and more.
  • Access to cutting-edge technology and resources, to help you stay ahead of the curve in the financial services industry.