Role Description

This is a full-time hybrid role for a Financial Advisor / Registered Representative at Cathay Securities, Inc. The role involves providing financial planning services, managing client portfolios, conducting retirement planning, and offering investment advice. The position is based in New York, NY with flexibility for some remote work.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning expertise
• Experience in Investments and Financial Advisory
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and in a team
• Series 7 and 65/66 licenses are preferred
• Bachelor's degree in Finance, Economics, or related field