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Senior Financial Advisor
Senior Financial AdvisorAvior Executive Search • New York, NY, US
Senior Financial Advisor

Senior Financial Advisor

Avior Executive Search • New York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Full Time Senior Financial Advisor

Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.

Responsibilities :

  • Must have an established portfolio of 100M AUM and above
  • Provide financial planning advice and guidance
  • Manage client portfolios
  • Execute trades and transactions
  • Stay up-to-date on market trends and regulations

Qualifications :

  • Bachelor's degree in finance or a related field
  • Series 7, 63 or 66 license
  • 5+ years of experience as a financial advisor
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • If you are interested in this position, please send your resume and cover letter to alan@aviorsearch.com. I look forward to hearing from you!

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    Financial Advisor • New York, NY, US

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