Financial Advisor
: Job Details :


Financial Advisor

JCW Group

Location: New York,NY, USA

Date: 2024-11-30T04:20:24Z

Job Description:

We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully remote.

Responsibilities:

  • Build and maintain relationships with clients to understand their financial goals.
  • Provide tailored financial advice on investment strategies, retirement planning, and wealth management.
  • Prospect and acquire new clients to grow your book of business.
  • Monitor clients' financial progress and make adjustments as needed.

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