11 Wealth Management Advisor Jobs in Brooklyn, NY
Goodwin Recruiting is Hiring a Wealth Management Advisor Near Brooklyn, NY
Wealth Management Advisor Requirements & Responsibilities
- 10 years of investment advisory experience.
- Existing client book of business.
- Certified as an Investment Advisor Representative (Series 7 66, or 63 & 65 equivalent)
- Develop and nurture client relationships, supporting business and product development efforts.
- Collect and analyze client data, assisting in creating and defining their financial plans and investment goals.
- Provide comprehensive financial advice including investment strategy, tax planning, retirement planning, estate planning, and more.
- Competitive compensation package, including Revenue Participation and Equity.
- Comprehensive medical, dental, and vision plans.
- Paid company holidays.
Tanisha West
To Apply for this Job Click Here, $100,000 - $450,000,
Job Summary
Full Time
Restaurants & Catering Services
$80k-119k (estimate)
06/27/2024
07/19/2024
goodwinrecruiting.com
Manchester, NH
100 - 200
Restaurants & Catering Services
Related Companies
The job skills required for Wealth Management Advisor include Wealth Management, Client Relationship, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
