Senior Financial Advisor - Avior Executive Search : Job Details

Senior Financial Advisor

Avior Executive Search

Job Location : New York,NY, USA

Posted on : 2024-09-25T06:37:47Z

Job Description :
Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients. Responsibilities:
  • Must have an established portfolio of 100M AUM and above
  • Provide financial planning advice and guidance
  • Manage client portfolios
  • Execute trades and transactions
  • Stay up-to-date on market trends and regulations
Qualifications:
  • Bachelor's degree in finance or a related field
  • Series 7, 63 or 66 license
  • 5+ years of experience as a financial advisor
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
If you are interested in this position, please send your resume and cover letter to [email protected]. I look forward to hearing from you!
Apply Now!

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