Job Description
Hiring in the Hudson Valley
Financial Advisor / Stockbroker
Job description
HIGH PAYOUTS. The Financial Advisor position provides comprehensive financial planning and advice to help clients. As the Financial Advisor, you will work one-on-one with clients to develop an individually tailored menu of financial services. You will prepare for and participate in regular review meetings with wealth management clients.
Qualifications required
»A bachelor's degree is preferred. Emphasis on financial planning, finances or accounting/tax is a plus.
»Own a Book of Business
»Must have the following registrations: Series 7 and Series 63/65 or Series 66.
»A minimum of 3 years of industry practice
»Insurance license preferred
»The capability to understand complex financial information is necessary.
»The Financial Advisor will have the capability to provide a high level of client service in a calm, courteous and professional manner is a must.
»Excellent computer expertise, including practice in Microsoft Office.
» practice with financial planning tools is a plus
»Strong presentation and communication expertise as well as multi-tasking abilities
»Confidence in client relations
»Passion for new opportunities to grow your individual financial advising practice.
»Valid Driver’s license, reliable transportation, with the capability to meet clients at various locations
Responsibilities
»Financial Advisor will counsel clients on investment strategies and other financial decisions
»Financial Advisor will review and discuss documents and performances to clients
»Financial Advisor will prepare presentations to recommend financial products
»Financial Advisor will assess all of clients financial situation
»Financial Advisor will either come equipped with or network and build relationships with clients
Industry
»Financial Services
Employment Type
Corporate & Independent
Job Tags
Work at office
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