1 Financial Advisor Job in Forest, NY
CLUTCH CAPITAL MANAGEMENT, LLC is Hiring a Financial Advisor Near Forest, NY
We are seeking anIndependent Financial Advisorto join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
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
Qualifications:
- 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
Click "APPLY NOW" for consideration
Job Summary
Full Time
$78k-105k (estimate)
06/18/2024
08/17/2024
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