Private Client Advisor: Wealth Growth & Planning

Dat Management Group LLC; City of Syracuse (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor to provide exceptional financial planning and advice to clients. This role involves building strong client relationships, delivering personalized investment solutions, and leveraging digital innovations to enhance client experience. Ideal candidates will have at least 2 years of relevant experience, a valid Series 7 license, and skills in client acquisition and relationship management. Competitive compensation and support for obtaining necessary certifications are offered.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and relationship building.
• Commitment to goals-based financial planning.

Responsibilities

• Build and manage a book of business.
• Provide personalized investment solutions to clients.
• Educate clients on available technology for investments.

Skills

Client acquisition

Relationship management

Financial analysis

Business judgment

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health, and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor to provide exceptional financial planning and advice to clients. This role involves building strong client relationships, delivering personalized investment solutions, and leveraging digital innovations to enhance client experience. Ideal candidates will have at least 2 years of relevant experience, a valid Series 7 license, and skills in client acquisition and relationship management. Competitive compensation and support for obtaining necessary certifications are offered.