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Senior Financial Advisor
Apply
$98k-119k (estimate)
Full Time 2 Days Ago
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Avior Executive Search is Hiring a Senior Financial Advisor Near New York, NY

Job Description

Job Description
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

If you are interested in this position, please send your resume and cover letter to alan@aviorsearch.com. I look forward to hearing from you!

Job Summary

JOB TYPE

Full Time

SALARY

$98k-119k (estimate)

POST DATE

04/30/2024

EXPIRATION DATE

05/15/2024

WEBSITE

aviorsearch.com

HEADQUARTERS

Melville, NY

SIZE

<25

Show more

Avior Executive Search
Full Time
$124k-165k (estimate)
1 Week Ago
Avior Executive Search
Full Time
$155k-192k (estimate)
2 Weeks Ago
Avior Executive Search
Full Time
$101k-123k (estimate)
4 Months Ago

The following is the career advancement route for Senior Financial Advisor positions, which can be used as a reference in future career path planning. As a Senior Financial Advisor, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Advisor. You can explore the career advancement for a Senior Financial Advisor below and select your interested title to get hiring information.

maetz-consulting-llc
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Altfest Personal Wealth Management
Full Time
$57k-76k (estimate)
6 Months Ago