Senior Financial AdvisorAvior Executive Search • New York, NY, US
Senior Financial Advisor
Avior Executive Search • New York, NY, US
30+ days ago
Job type
- Full-time
Job descriptionBachelor'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
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 :
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