??HYBRID Remote Financial Advisor (Must live within 90 miles of NYC Metro)

Jobot

Larchmont, NY 10538

Posted at 05 Feb, 2024

Description

HYBRID Remote Financial Advisor role with excellent flex schedule, 401K retirement plan, PTO, Medical, Dental and vision
This Jobot Job is hosted by: Donna Gawroski-Kusik
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $100,000 - $150,000 per year
A bit about us:
A highly respected Wealth Management Firm that provides financial products and solutions for the complex needs of high net-worth families
Why join us?
Benefits:
401(k)
HYBRID REMOTE work schedule (must live within 90 minutes of NYC metro)
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Job Details
Looking for a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.
We are located in Lower Westchester County NY - just minutes away from NYC , as wellas Stamford and Greenwich CT.
This full time position has an option to work in the office OR have a HYBRID Remote work from home a few days each week
Qualifications:
3+ years of experience in the financial services industry and capacity to understand a diverse range of technical investment products
Bachelor’s degree in Business, Economics, or Finance along with a strong background in fixed income, equity derivatives, and structured notes
Excellent written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
Good knowledge of risk management and investment strategies
Ability to multitask and prioritize
CFA/CFP – a plus
Series 65 - a plus
Interested in hearing more? Easy Apply now by clicking the "Apply" button.