Here's Help Staffing and Recruiting
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YEAR
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Junior Financial Advisor
Job Description
Are you a motivated, self-starting financial professional with a passion for helping clients achieve their financial goals? We are a premier provider of banking, investment, and wealth management solutions, seeking a Junior Financial Advisor to join our dynamic team. What You’ll Do:
Work directly with clients to assess their financial goals, risk tolerance, and investment strategies.Develop and implement personalized financial plans covering retirement planning, tax strategies, estate planning, and insurance needs.Monitor client portfolios, making strategic adjustments to align with financial objectives.Provide expert financial guidance, simplifying complex investment concepts for clients.Collaborate with senior advisors on marketing efforts to attract new business.
What We’re Looking For:Experience: 3-5 years in a client-facing investment advisory role.Education: Bachelor's degree in finance, accounting, or a related field.Licensing: Series 7 and Series 63 preferred (or willingness to obtain within 6 months). Skills: Strong knowledge of financial markets, wealth management, and financial planning strategies.
Why Join Us? Work alongside a senior advisor/CIO to gain hands-on experience in marketing and business development.Competitive compensation and career growth opportunities $50/k plus commission to start.
Work directly with clients to assess their financial goals, risk tolerance, and investment strategies.Develop and implement personalized financial plans covering retirement planning, tax strategies, estate planning, and insurance needs.Monitor client portfolios, making strategic adjustments to align with financial objectives.Provide expert financial guidance, simplifying complex investment concepts for clients.Collaborate with senior advisors on marketing efforts to attract new business.
What We’re Looking For:Experience: 3-5 years in a client-facing investment advisory role.Education: Bachelor's degree in finance, accounting, or a related field.Licensing: Series 7 and Series 63 preferred (or willingness to obtain within 6 months). Skills: Strong knowledge of financial markets, wealth management, and financial planning strategies.
Why Join Us? Work alongside a senior advisor/CIO to gain hands-on experience in marketing and business development.Competitive compensation and career growth opportunities $50/k plus commission to start.
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Ready to take the next step in your career? Explore job opportunities in the vibrant area surrounding Middletown, New York. Nestled in the scenic Hudson Valley, this region offers a perfect blend of city conveniences and small-town charm. With easy access to renowned landmarks like Storm King Art Center and the Shawangunk Mountains, as well as a thriving arts scene featuring galleries like Ann Street Gallery and live performances at the historic Paramount Theatre, Middletown beckons with opportunities for professional growth and a high quality of life. Indulge in the local cuisine, take in a show, or enjoy recreational activities at nearby parks like Bear Mountain State Park. Discover the enchanting allure of Middletown and uncover your next career move today!