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Vice President of Financial Advisory

2 months ago

Paramus, New Jersey, United States CFA Institute Full time

Position Type:
Regular Opportunity at CFA Institute

Become a vital part of a thriving organization where innovative thinking and analytical skills are appreciated.

Our financial advisory team is essential in guiding clients towards achieving their financial aspirations, and we are in search of a committed Financial Consultant to enhance our efforts.

Responsibilities:
  • Deliver expert financial advice and cultivate enduring relationships grounded in trust and integrity
  • Expand your client base by consolidating assets and generating referrals
  • Work collaboratively with a team and exhibit a strong commitment to client satisfaction
Essential Qualifications:
  • A valid FINRA Series 7 license is required
  • Capability to secure FINRA Series 66 (63/65) license and Life & Health Insurance
Desirable Qualifications:
  • Foster robust relationships and communicate proficiently with clients
  • Leverage CFA Institute specialists and market insights to assist clients in reaching their financial objectives
  • Oversee diverse wealth management services and adjust to market fluctuations
  • Participate in community dialogues regarding investment and wealth management strategies

If you are dedicated to delivering an outstanding investor experience and advancing your career in Wealth Management, this position presents a rewarding opportunity.

Experience a supportive environment with potential for bonuses and a comprehensive benefits package. Take the next step in your professional journey and make a significant impact in the finance sector.