Financial Advisor

4 days ago

New York, New York, United States Wealth Advisory Group LLC Full time

Job post summary

Pay:

$69, $266,229.35 per year

Job description:

Overview

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals through effective planning and investment strategies. The ideal candidate will possess a strong understanding of financial concepts and demonstrate proficiency in financial software, investment management, and wealth management.

Duties

  • Develop personalized financial plans tailored to clients' individual needs and objectives.
  • Conduct thorough financial analysis to assess clients' current financial situations.
  • Provide advice on investment management, estate planning, and cash management strategies.
  • Utilize financial software to track client portfolios and performance metrics.
  • Stay informed about market trends and changes in the financial services industry to offer relevant advice.
  • Build and maintain strong relationships with clients through regular communication and follow-ups.
  • Educate clients on various financial products and services available to them.
  • Collaborate with other professionals within the firm to ensure comprehensive service delivery.

Experience

  • Proven experience in financial advising or a related field is preferred.
  • Strong knowledge of financial concepts, including wealth management, estate planning, and investment strategies.
  • Familiarity with various financial software tools used for analysis and portfolio management.
  • Excellent communication skills with the ability to explain complex financial information clearly.
  • A background in banking or financial services is advantageous.
  • Relevant certifications or licenses (e.g., CFP, CFA) are a plus but not required.

Join us as we strive to provide exceptional financial guidance that empowers our clients to secure their futures. If you are passionate about helping others achieve their financial dreams, we encourage you to apply for this rewarding opportunity.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Matching gift program
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Work Location: Hybrid remote in New York, NY 10017

The ideal candidate will deliver personalized investment Strategies including Risk Management, protection solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in Finance or related field
  • Industry experience will be a plus
  • Strong understanding of the investment business
  • Excellent interpersonal skills

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