Financial Advisor

Selby Jennings; City of Albany (NY); Remote; USD 75,000 - 150,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Operations Consultant in Albany, NY. The role involves business development, client relations, and executing investment strategies for high-net worth clients. Ideal candidates will have a BS in Accounting and relevant experience. This is a full-time remote position with a competitive salary range of $90,000 to $150,000 plus bonuses.

Qualifications

• 6+ years of experience in financial advising.
• Experience advising high-net worth clients.

Responsibilities

• Proactively seek new business opportunities.
• Develop rapport with new and existing clients.
• Implement investment strategies while monitoring performance.
• Oversee creation of wealth management plans.

Skills

Business Development

Client Relations

Investment Strategy Execution

Wealth Management Planning

Education

BS in Accounting or a related field

Tools

FINRA Licenses

Job description

3 days ago Be among the first 25 applicants

This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $150,000.00/yr

Direct message the job poster from Selby Jennings

Consultant | Financial Operations - Finance & Accounting

Location (REMOTE): Albany, NY - MUST be located in Capital Region
Job Type: Full-time
Compensation: $90,000 - $150,000 base salary + bonus

About Our Client:

Join a distinguished wealth management firm with a strong focus on research-driven decision-making, offering tailored solutions to meet the diverse needs of their clients. The firm's expertise spans across various asset classes, ensuring robust portfolio management and long-term growth.

Key Responsibilities:

• Business Development: Proactively seek new business opportunities.
• Client Relations: Develop a strong rapport with new and existing clients.
• Investment Strategy Execution: Implement investment strategies while regularly monitoring performance.
• Wealth Management Planning: Oversee the creation of comprehensive wealth management plans for high-net worth clients.

Qualifications:

• Educational Background: BS in Accounting or a related field
• Experience: 6+ years of experience in financial advising
• Client Experience: MUST have experience advising high-net worth clients and achieving new business
• FINRA Licenses: MUST have Series 6, 63, 65, 66, or 7

Preferred Qualifications:

• CFP

Our client is interviewing fast-don't miss out on this exciting opportunity! Click apply now!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Investment Advice

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