Senior Financial Advisor - Drive High Finance Success
Employer
Avior Executive Search
Salary
$150k-$180k (estimated pay)
Location
New York, NY
Employment Type
Full-time
Сategory
Financial Advisors
Description
Seeking Senior Financial Advisors to join our team of multi-million dollar T-12 producers. Ideal candidates have strong financial planning skills and provide comprehensive advice to clients.
Qualifications
- Bachelor's degree in finance or related field
- Series 7, 63 or 66 license
- 5+ years experience as a financial advisor
- Strong communication skills
- Ability to work independently and in a team
Responsibilities
- Established portfolio of 100M AUM
- Provide financial planning advice
- Manage client portfolios
- Execute trades and transactions
- Stay up-to-date on market trends and regulations
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