48 Financial Advisor Jobs in New York, NY
Capital Clutch Co Inc is Hiring a Financial Advisor Near New York, NY
Independent Financial Advisory position for self starter with a book of business. Preretirement or semiretired professionals are welcome . Series 65 or 66 required. Ability to manage money for clients. Good asset gathering skills required. Sign on bonus and/or salary for qualified candidates. Attractive payout.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
- Previous experience in banking, financing, or other related fields
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
- Existing good book of business is preferred
Company Descriptionfinancial advisory/money management firm
financial advisory/money management firm
Job Summary
Full Time
$78k-105k (estimate)
06/12/2024
08/10/2024
The job skills required for Financial Advisor include Presentation, Products and Services, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
