REMOTE Financial Advisor

DESIGNWORKS; New York (NY); Remote; USD 80,000 - 150,000; Full time

Job summary

A leading company in financial services is seeking a knowledgeable Financial Advisor in New York. The successful candidate will provide expert guidance on financial planning, investments, and wealth management while building and maintaining client relationships. This is an excellent opportunity for those with strong financial acumen and relevant certifications.

Qualifications

• Proven experience in financial advisory is required.
• Strong understanding of financial markets and products.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Assess clients' financial goals and develop personalized plans.
• Provide investment advice and portfolio management.
• Offer guidance on retirement planning and tax strategies.

Skills

Financial planning and analysis

Investment management

Risk assessment and management

Client relationship building

Education

Relevant certifications (CFP, CFA)

Job description

We're seeking a knowledgeable Financial Advisor to provide expert guidance on financial planning, investments, and wealth management.

## Key Responsibilities:
1. Assess clients' financial goals and develop personalized plans.
2. Provide investment advice and portfolio management.
3. Offer guidance on retirement planning, tax strategies, and estate planning.
4. Stay updated on market trends and regulatory changes.
5. Build and maintain client relationships.

## Requirements:
1. Relevant certifications (CFP, CFA).
2. Strong understanding of financial markets and products.
3. Excellent communication and interpersonal skills.
4. Proven experience in financial advisory.

## Skills:
1. Financial planning and analysis.
2. Investment management.
3. Risk assessment and management.
4. Client relationship building.

BAYLEY MAGARET
DESIGNWORKS
15728 Lorain Ave
Cleveland, OH 44111
Phone: [phone]

* Free services are subject to limitations