Private Client Wealth Advisor

Fairygodboss; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is hiring a Financial Advisor in New York, NY, to provide personalized investment solutions to clients. This role requires a deep understanding of financial markets and the ability to build lasting client relationships while fostering an inclusive culture.

Applicants should have at least 2 years of financial services experience, a Series 7 license, and strong interpersonal skills. We offer a competitive rewards package including comprehensive health care and wellness benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license required.

Responsibilities

• Champion and support teammates' success while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial advising

Goal-based planning

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Job description

Fairygodboss is hiring a Financial Advisor in New York, NY, to provide personalized investment solutions to clients. This role requires a deep understanding of financial markets and the ability to build lasting client relationships while fostering an inclusive culture.

Applicants should have at least 2 years of financial services experience, a Series 7 license, and strong interpersonal skills. We offer a competitive rewards package including comprehensive health care and wellness benefits.