Private Financial Advisor

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

We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.

Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.

Role Summary

This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.

Job Responsibilities

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

Qualifications

• Ability to be onsite in Midtown Manhattan
• Prior experience or college degree
• Familiarity with financial markets

Desired Skills

• Experience holding intelligent and engaging conversations over the phone and email
• Financial planning or investment management
• Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.

Compensation

Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.

Location

Onsite in midtown Manhattan.

Working Conditions

Collaborative office space with 20+ employees.

Benefits and Perks

Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.