Financial Advisor Job at Selby Jennings, New York, NY

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  • Selby Jennings
  • New York, NY

Job Description

Job Title: Financial Advisor

Location (Hybrid): New York, NY
Job Type: Full-time
Compensation: $150,000 - $200,000 base salary

About Our Client:

Join a distinguished wealth management firm focusing on HNWI and institutions. Our client offers a range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future.

Key Responsibilities:

  • Business Development: Continuously engage in business development, including following up on various leads.
  • Client Engagement: Engage in prospect calls to secure new clients.
  • Information Gathering: Manage client bank account records, tax returns, insurance records, pension information, and wills.
  • Financial Documentation: Oversee the maintenance of client information such as performance reports, financial document analysis, and income projections.
  • Strategy Recommendations: Provide recommendations for clients to achieve their financial goals.
  • Compliance: Maintain compliance with both industry and company regulations/policies.

Qualifications (Non-negotiable):

  • Experience: 5+ years of experience in financial planning and tax planning
  • Licenses: CFP/CFA, License to sell life insurance, Series 7, and Series 66
  • Product Knowledge: Wealth management, estate planning, trusts, IRAs, 401ks/defined benefit plans, and/or high-net worth clients

Preferred Qualifications:

  • Language: Hindi, Gujarati, Punjabi, and/or Urdu

URGENT HIRE! Click apply now!

Job Tags

Full time, Immediate start,

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