Financial Advisor - Build Your Independent Practice

Sterling Legacy Advisors

New York (NY)

On-site

USD 70,000 - 85,000

Full time

4 days ago

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Benefits offered by this job

Discretionary bonus

Commission

Job summary

Sterling Legacy Advisors in New York, NY is seeking an experienced Financial Advisor to serve high-net-worth clients and families. You will grow client relationships, conduct comprehensive reviews, and present sophisticated financial plans.

You will collaborate with a seasoned team to deliver a premium client experience and drive long-term growth. The role emphasizes autonomy, client-centric advice, and a broad scope across investments, retirement planning, and wealth management, with an on-site

Qualifications

Active securities licensing including Series 7.
Series 66 or Series 63 & 65 preferred.
Proven ability to build trusted client relationships.
Strong knowledge of investments, retirement planning, and financial planning.

Responsibilities

Develop and maintain deep, long-term client relationships.
Conduct comprehensive financial reviews and identify opportunities to improve client outcomes.
Develop and present sophisticated financial plans tailored to each client.
Provide guidance on investment management, retirement planning, and wealth preservation.
Monitor client portfolios and adapt plans as markets and goals change.
Collaborate with Sterling Legacy team to deliver a coordinated client experience.
Communicate complex financial concepts clearly to high-net-worth clients.
Maintain accurate and compliant client documentation.
Stay current on investment strategies and regulatory developments.
Contribute to the growth and development of the firm.