Wealth Advisor — Client Growth & Planning

Insight Global; New York (NY); On-site; USD 74,880 - 112,320; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading financial services firm in New York is seeking a Financial Advisor to provide tailored investment solutions and financial planning. Responsibilities include onboarding clients, managing relationships, and meeting sales targets. Ideal candidates should possess a Bachelor’s degree and relevant licenses. This full-time position offers a competitive salary range of $74,880 - $112,320 annually, along with benefits such as medical and vision insurance.

Qualifications

• 2+ years of experience in financial advice, planning, and investment sales.
• Self-directed with strong planning and goal-setting abilities.
• Advanced understanding of wealth products and services.

Responsibilities

• Offer investment solutions and financial planning tailored to client goals.
• Guide new clients through discovery, needs analysis, and setup.
• Conduct yearly meetings to assess and adjust client financial plans.
• Collaborate with partners to find new business opportunities.

Skills

Relationship Management

Client Onboarding

Goal Achievement

Strong planning abilities

Education

Bachelor’s degree

Tools

Series 7

Series 63

L&H

Series 66

Job description

A leading financial services firm in New York is seeking a Financial Advisor to provide tailored investment solutions and financial planning. Responsibilities include onboarding clients, managing relationships, and meeting sales targets. Ideal candidates should possess a Bachelor’s degree and relevant licenses. This full-time position offers a competitive salary range of $74,880 - $112,320 annually, along with benefits such as medical and vision insurance.