Senior Financial Advisor

Chris Baily; New York (NY); On-site; USD 150,000 - 260,000; Full time

Job summary

Chris Baily in New York is seeking a Senior Financial Advisor to manage an established client base and provide comprehensive financial planning and portfolio management.

The ideal candidate has a minimum of 5 years as a financial advisor, holds Series 7/63/66 licenses, and can work independently while collaborating with a team; must oversee a portfolio of 100M+ AUM and stay current with market trends.

Qualifications

• Bachelor's degree in finance or related field.
• Series 7, 63 or 66 licenses.
• 5+ years of experience as a financial advisor.
• Must have an established portfolio of 100M AUM and above.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.

Responsibilities

• Provide financial planning advice and guidance.
• Manage client portfolios.
• Execute trades and transactions.
• Stay up-to-date on market trends and regulations.

Skills

Strong communication

Interpersonal skills

Team player

Education

Bachelor's degree in finance

Job description

Job DescriptionJob Description Full Time Senior Financial Advisor

Responsibilities

• Must have an established portfolio of 100M AUM and above
• Provide financial planning advice and guidance
• Manage client portfolios
• Execute trades and transactions
• Stay up-to-date on market trends and regulations

Qualifications

• Bachelor's degree in finance or a related field
• Series 7, 63 or 66 license
• 5+ years of experience as a financial advisor
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team