Registered Financial Advisor
$200kVisionsHR
REGISTERED FINANCIAL ADVISORS
LOCATION
New York: Mineola, Dutchess County, Orange County New Jersey: Red Bank Florida: Aventura, Boca Raton, Bonita SpringsPOSITION TYPE
Full-Time, In-Office/OnsiteSTATUS
Immediate HiringCOMPENSATION
Attractive Compensation Package — DOE (Depending on Experience) Our client is a prestigious, highly successful, growing, multi-location wealth management and financial services firm seeking experienced Registered Financial Advisors to join its growing team.QUALIFICATIONS
Active SIE, Series 7, and Series 66 (or Series 63/65) required. Minimum 3 years of financial advisory or brokerage experience. Existing book of business of $200,000+ required. CPA/CFP is a plus. Strong client relationship and business development skills. Excellent communication and interpersonal skills.PUBLIC ACCOUNTING EXPERIENCE IS REQUIRED
RESPONSIBILITIES
Manage and grow an existing book of business. Develop and maintain strong client relationships. Provide financial planning and investment advisory services. Develop new business opportunities through firm-provided warm leads. Work with the tax and wealth management teams to provide comprehensive solutions. Maintain accurate client records and follow applicable compliance requirements. Benefits: Retirement plan with company contribution Paid holidays, vacation, and sick leave Medical, dental, and vision insurance options All conversations are confidential. #J-18808-Ljbffr VisionsHRVacancy posted 3 days ago
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