Senior Financial Advisor
7 days ago
CX Institutional LLC is a premier organization in the financial advisory sector, committed to delivering outstanding service and expertise to assist clients in reaching their financial aspirations. Our dedicated team is focused on navigating clients through significant financial milestones with professionalism and care.
Senior Financial Advisor RoleKey Responsibilities:
- Establish and nurture relationships with affluent clients
- Develop and uphold comprehensive financial strategies
- Oversee the execution of planning and conduct regular goal assessments
- Serve as the primary liaison for clients
- Offer financial guidance aligned with clients' best interests
- Work collaboratively with team members
Qualifications:
- Minimum of 5 years in Financial Planning or Wealth Advisory
- Experience in the financial services industry
- Possession of Series 65 or equivalent certification
- CFP, CPA, JD, or CFA designation is mandatory
- Client-focused approach
- Exceptional analytical and interpersonal abilities
- Proficient in Microsoft Office Suite
- Familiarity with financial planning software
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