Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team.
Some Responsibilities Include :
- Create and update financial plans
- Present financial plans and meetings and participate in planning-related conversations
- Review client portfolios and investments
- Acting as the main point of contact for clients
- Support other advisors with various client needs
Qualifications :
- Bachelor's degree Required
- 5-8 years of experience in financial planning
- Securities Licensing (7, 63 / 55 and / or 66)
- CFP is preferred, or the desire to pursue
- Strong verbal and written communication skills
- Team player and desire to grow
Compensation :
- Base salary starting at 100k+, plus bonus
- 401k plus profit sharing
- 4 weeks of PTO plus NYSE holidays
This position is a hybrid position, with 3 days in the office and 2 days working from home.
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