Equity-Partner Financial Advisor

Thryve Wealth Management; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Equity compensation structure

Health, dental, and vision insurance

Professional development support

Flexible work arrangements

Job summary

Thryve Wealth Management is looking for a motivated Financial Advisor to foster strong client relationships and develop comprehensive financial plans. You will have the opportunity to help the firm become an industry-leader while achieving clients' financial goals.

Ideal candidates should possess a Bachelor’s degree, relevant licensing, and 3-12 years of experience. This role offers a hybrid work model, equity compensation, and a collaborative team culture.

Qualifications

• Bachelor's degree in finance or business economics preferred.
• Series 66 (or 63/65) required; Life/Health insurance license preferred.
• 3-12 years experience as a Financial Advisor.

Responsibilities

• Acquire new clients through networking and community engagement.
• Develop comprehensive financial plans for clients.
• Analyze client data to recommend financial strategies.

Skills

Interpersonal skills

Analytical skills

Communication skills

Microsoft Office proficiency

CRM systems proficiency

Education

Bachelor’s degree in finance or business economics

Job description

Thryve Wealth Management is looking for a motivated Financial Advisor to foster strong client relationships and develop comprehensive financial plans. You will have the opportunity to help the firm become an industry-leader while achieving clients' financial goals.

Ideal candidates should possess a Bachelor’s degree, relevant licensing, and 3-12 years of experience. This role offers a hybrid work model, equity compensation, and a collaborative team culture.