Location: Garden City,NY, USA
Job Summary
We are seeking a Financial Advisor to join our boutique financial planning firm. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client's unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market's financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance.
Responsibilities
Provide outstanding customer service to the firm's clients
Assess the financial needs of individuals and help them with decisions on investments
Provide strategic advice across a variety of financial products and services
Plan for the short and long term financial goals of the firm clients
Monitor clients' accounts and determine if changes are needed to improve account performance or accommodate life changes
Meet with clients in person and via Zoom
Comply with all industry rules and regulations
Monitor economic and financial trends to ensure best advice and services to the client
Qualifications
Bachelor's degree in finance or a related field
Previous experience as a Financial Adviser or related position
Minimum license required is Series 7
Understanding of the market's financial data and tax implications
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Excellent communication and presentation skills
Compensation commensurate with experience. Salary plus bonuses based on performance. We are an equal opportunity employer.