Senior Financial Advisor
Avior Executive Search, Inc
Full Time Senior Financial AdvisorOur 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 aboveProvide financial planning advice and guidanceManage client portfoliosExecute trades and transactionsStay up-to-date on market trends and regulationsQualifications:Bachelor's degree in finance or a related fieldSeries 7, 63 or 66 license5+ years of experience as a financial advisorStrong communication and interpersonal skillsAbility to work independently and as part of a team
Vacancy posted 2 days ago
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