Senior Financial Advisor

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