Financial Advisors

5 days left

Location
New York City, New York
Salary
Competitive Salary + Incentive bonus based on experience/industry standards, plus generous benefits
Posted
May 20, 2021
Closes
Jun 19, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

As a member of a Client Team, you will provide:

  • Client Service: Actively support clients under the team leader
  • Financial Plan Creation: Based on a client’s goals and circumstances, create financial plans that address questions such as at when a client can retire with financial security
  • Investment Portfolio Creation: Reviewing a client’s current investments and objectives, give a client a picture of his or her current portfolio composition and within the firm’s guidelines create a custom portfolio that the firm will manage
  • Relationship Management: Help manage a number of the team’s client relationships, advising clients under the firm’s principal while being supported by other members of the team
  • Specialization: Be a specialist and leader of a practice group working with one segment of clients
  • Investment Coverage: Participate on the firm’s investment committee and cover a segment of the investment universe

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