Financial Adviser

We are seeking a Financial Adviser for our multi family wealth planning office. You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base
• Market the firms diverse offerings ranging from investment products and services, accounting and tax, estate planning, etc.

​Qualifications:

• Previous experience in banking, financing, or other related fields
• Securities licensed currently 6 or 7
• Clean U4
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

​Value Prop:

• Work closely with experienced financial advisor
• Possible Salary and or Commission or combination of both
• W2 or 1099 opportunities
• Complete turn key environment
• Diversified basket of investments and services available to offer current and future clients
• Administrative staff
• All technology provided
• Office Space
• Professional Company Image and Structure
• Competitive compensation program

We do wealth management, taxes, estate planning, Bookkeeping, and all insurances.