Financial Advisor - Midtown, NYC
: Job Details :

DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Responsibilities•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given•Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor•Customize financial plans for each client based on potential life changes and changing financial needs•Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectivesQualifications•Bachelor's Degree from a Four - Year Institution•Prior sales and/or business experience preferred•Possess a history of personal and professional success•Ability to commute to the NYC Metro Area and ability to work onsite in our NYC Office Location•Strong communication skills inclusive of networking capabilities•Bachelor's degree in business administration, finance, or related field is required