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Principal Financial Strategist

2 months ago

New York, New York, United States Avior Executive Search, Inc Full time
Full-Time Senior Wealth Management Advisor

Avior Executive Search, Inc. is in search of experienced Senior Wealth Management Advisors to enhance our team of top-tier financial professionals. The successful candidate will possess a robust knowledge of financial strategies and be adept at delivering holistic advice to clients.

Key Responsibilities:
  • Maintain a well-established portfolio with assets under management exceeding 100 million
  • Offer strategic financial planning and advisory services
  • Oversee and manage client investment portfolios
  • Facilitate trades and financial transactions
  • Remain informed on market developments and regulatory changes
Qualifications:
  • Bachelor's degree in finance or a related discipline
  • Possession of Series 7, 63, or 66 licenses
  • A minimum of 5 years' experience in a financial advisory role
  • Exceptional communication and interpersonal abilities
  • Capacity to operate autonomously as well as collaboratively within a team
If you meet these qualifications and are looking to advance your career, we encourage you to consider this opportunity.