Senior Financial Consultant

5 days ago


New York, New York, United States Avior Executive Search Full time
Job Overview

Avior Executive Search is seeking a highly skilled Senior Financial Advisor to join our team of experienced professionals. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning and guidance to clients.

Key Responsibilities
  • Manage client portfolios and provide investment advice
  • Develop and implement financial plans tailored to individual client needs
  • Stay up-to-date on market trends and regulatory changes
  • Collaborate with cross-functional teams to deliver exceptional client service
Requirements
  • Bachelor's degree in finance or a related field
  • Series 7, 63 or 66 license
  • 5+ years of experience in financial planning and wealth management
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer

As a Senior Financial Advisor with Avior Executive Search, you will have the opportunity to work with a diverse range of clients and develop your skills in financial planning and wealth management. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.



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