Private Wealth Advisor

Company Mission

We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.

Understanding client's needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what's important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.

The following information aims to provide potential candidates with a better understanding of the requirements for this role.

Role Summary

This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.

Job Responsibilities

· Business development & Sales

· Constructing comprehensive financial plans

· Recommending and implementing portfolio solutions

· Completing paperwork

· CRM management

· Marketing initiatives

· Obtaining and maintaining proper licensing

Qualifications

· Ability to be onsite in Midtown Manhattan

· Prior experience or college degree

· Familiarity of financial markets

Desired Skills

· Experience holding intelligent and engaging conversations over the phone and email

· Financial planning or investment management

· Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.

Compensation

Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.

Location

Onsite in midtown Manhattan.

Working Conditions

Collaborative office space with 20+ employees.

Benefits and Perks

Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. xhyhwjd Flexible vacation and sick days.