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Benefits offered by this job
Medical insurance
Vision insurance
Pension plan
Disability insurance
Paid paternity leave
Paid maternity leave
Job summary
A financial services company is seeking a Financial Advisor to work in New York City. This entry-level position is ideal for recent graduates or career-changers who want to manage client relationships and provide financial advice. Responsibilities include building new client relationships, delivering financial plans, and client management. No prior experience is required as full training will be provided, and the position offers a competitive commission-based salary along with various benefits including health and retirement plans.
Qualifications
Experience in a client/customer-facing role.
Interest in the Financial Services sector.
No prior Financial Advisor experience is needed.
Responsibilities
Establish relationships with new clients.
Discuss financial planning with clients.
Deliver customized financial plans.
Manage daily client relationships.
Skills
Communication skills
Interpersonal skills
Sales
Client relations
Education
Bachelor's degree or equivalent work experience
Job description
A financial services company is seeking a Financial Advisor to work in New York City. This entry-level position is ideal for recent graduates or career-changers who want to manage client relationships and provide financial advice. Responsibilities include building new client relationships, delivering financial plans, and client management. No prior experience is required as full training will be provided, and the position offers a competitive commission-based salary along with various benefits including health and retirement plans.