What are the responsibilities and job description for the Senior Financial Advisor position at Walrath Recruiting, Inc.?
Salary: $95,000 - $130,000
Job Title: Senior Financial Advisor
Job #: 5649
Location: Saratoga Springs, NY
Category: Financial Services
Position Type: Full-time, Permanent
Description:
Our client is currently seeking a Senior Financial Advisor to join their team. This is a full-time, permanent position.
Responsibilities Include:
- Provide financial & investment advisement to clients.
- Build and maintain client and business relationships through occasional meetings.
- Ensure branch growth through collaboration with the branch team and FA.
- Ensure meaningful contributions to their future business plan.
- Interest in building (or currently has) a book of business.
- Develop a deep understanding of client needs and concerns, ensuring alignment of goals.
- Work in collaboration with client's financial and legal team.
Qualifications:
- Series 7 and 66/63 are required.
- FINRA license and NYS insurance is required.
- A high school diploma or equivalent is required.
- A bachelor's degree is preferred.
- 3-5 years of working in securities is preferred.
- Previous management experience of other associate advisors
- Excellent written and verbal communication skills.
Hours & Benefits:
- M -F 8-5
- Flexible work arrangements
- In-Person
- PTO
- Health, Dental, & Vision
- 401K
Salary : $95,000 - $130,000