Midtown Financial Advisor: Holistic Wealth Builder

Iron Birch Advisors®; New York (NY); On-site; USD 60,000 - 500,000; Full time

Benefits offered by this job

Assistance with selecting retirement plan options

Health insurance

Disability coverage

Flexible vacation and sick days

Job summary

Iron Birch Advisors® is launching a financial advisor development program in New York City. This role involves constructing comprehensive financial plans and recommending portfolio solutions while gaining necessary licensing.

The ideal candidate should have prior experience or a college degree and be familiar with financial markets. The role offers commission-based compensation ranging from $60,000 to $500,000 plus, depending on skillset and dedication.

Benefits include health insurance, flexible vacation, and assistance with retirement plan options.

Qualifications

• Ability to be onsite in Midtown Manhattan.
• Familiarity with financial markets.

Responsibilities

• Constructing comprehensive financial plans.
• Recommending and implementing portfolio solutions.
• Completing paperwork.
• Obtaining and maintaining proper licensing.

Skills

Experience holding intelligent and engaging conversations over the phone and email

Financial planning or investment management

Proven business development success

Education

Prior experience or college degree

Tools

Salesforce

LinkedIn

Microsoft Office

Job description

Iron Birch Advisors® is launching a financial advisor development program in New York City. This role involves constructing comprehensive financial plans and recommending portfolio solutions while gaining necessary licensing.

The ideal candidate should have prior experience or a college degree and be familiar with financial markets. The role offers commission-based compensation ranging from $60,000 to $500,000 plus, depending on skillset and dedication.

Benefits include health insurance, flexible vacation, and assistance with retirement plan options.