Senior Financial Advisor
Avior Executive Search, Inc
Full Time Senior Financial Advisor
Our 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 above
- Provide financial planning advice and guidance
- Manage client portfolios
- Execute trades and transactions
- Stay up-to-date on market trends and regulations
Qualifications:
- Bachelor's degree in finance or a related field
- Series 7, 63 or 66 license
- 5+ years of experience as a financial advisor
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
Vacancy posted 1 day ago
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