Financial Services Professional

Jones Financial (edward Jones); Honolulu (HI); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation with bonus

Hybrid work environment

Professional development

Job summary

Fincadia Capital Partners invites applications for a Financial Services Professional. This role emphasizes building client relationships, assessing financial goals, and crafting strategic investment plans to guide clients toward their financial objectives.

The position supports a hybrid work model in a collaborative, client-centric environment where continuous learning and professional development are encouraged.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 1–3 years of experience in financial planning or related field.
• Holding or willing to obtain Series7, Series66 licenses.
• CFP or CFA designation preferred.
• Strong analytical, decision‑making, and problem‑solving skills.
• Excellent interpersonal and communication skills.
• Proficiency in financial planning software and Microsoft Office Suite.

Responsibilities

• Develop and nurture client relationships with tailored investment strategies.
• Ensure compliance with regulatory requirements and standards.
• Collaborate with internal team to optimize client portfolios.
• Conduct thorough financial analyses to understand client needs and risk.
• Provide comprehensive financial planning including retirement and estate planning.
• Stay updated on market trends and investment products.
• Participate in ongoing professional development and training.

Skills

Financial analysis

Client relationships

Regulatory compliance

Communication skills

Financial planning software

Microsoft Office

Education

Bachelor’s degree in finance/economics

CFP or CFA designation preferred

Series7/Series66 licenses preferred

Tools

Microsoft Office

Financial planning software

Job description

Financial Services Professional

Company: Fincadia Capital Partners
Location: Financial District, NYC / Melville, NY / Putnam County, NY
Type: Full‑Time

About Us: Fincadia Capital Partners is an affiliate of Arete Wealth – a recognized, ranked, Independent broker‑dealer and RIA, dedicated to providing comprehensive financial services and committed to helping clients achieve their investment goals. We pride ourselves on our client‑centric approach, focusing on creating tailored financial strategies that empower our clients to navigate through their financial journey with confidence. At Fincadia Capital Partners, we believe in fostering the development of individuals who have an interest in finance, and we offer in‑depth training for those preparing for a career in financial services.

Job Description

We are seeking a dedicated Financial Services Professional to join our growing team. The ideal candidate will be instrumental in fostering client relationships, understanding their financial objectives, and developing strategic investment plans to help them achieve their financial goals.

Key Responsibilities

• Develop and nurture client relationships by providing expert financial advice and creating tailored investment strategies.
• Ensure compliance with all regulatory requirements and adhere to company and industry standards.
• Collaborate with the internal team to optimize client portfolios and identify new investment opportunities.
• Conduct thorough financial analyses to understand client needs, risk tolerance, and financial position.
• Provide clients with comprehensive financial planning services, including but not limited to retirement planning, estate planning, and tax strategies.
• Keep abreast of market trends, investment products, and other financial services to provide clients with up‑to‑date and accurate advice.
• Participate in continuous professional development and training sessions.

Qualifications

• Bachelor’s degree in finance, economics, or related field. (Preferred Not Required)
• 1‑3 years of experience in financial planning, investment management, or a related field.
• Holding or willing to obtain relevant licenses (e.g., Series7, Series66).
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
• Strong analytical, decision‑making, and problem‑solving skills.
• Excellent interpersonal and communication skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• Commitment to maintaining confidentiality and adhering to compliance regulations.

Why Join Us

• Competitive Compensation: offering a competitive compensation package with a lucrative bonus structure.
• Flexible Work Environment: Enjoy the flexibility of a hybrid work model that allows you to work from both home and our state‑of‑the‑art office.
• Professional Development: Continuous learning opportunities with ongoing professional development and training.
• Collaborative Culture: Be part of a team that values transparency, collaboration, and innovation.
• Client‑Centric Approach: Join a company that prioritizes its clients, providing them with exceptional and personalized service.

How to Apply

Interested candidates should submit their resume and a cover letter detailing their relevant experience and interest in the position to [e-mail].

Fincadia Capital Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.