48 Financial Advisor Jobs in New York, NY
CLUTCH CAPITAL MANAGEMENT, LLC is Hiring a Financial Advisor Near New York, NY
Job Description
We are seeking an Independent Financial Advisor to 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
Company Description
Job Summary
Full Time
$79k-105k (estimate)
06/27/2024
07/13/2024
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.
