Wealth & Retirement Planning Advisor

Strive Solutions; Town of Dix (NY); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Strive Solutions in New York is seeking a client-focused financial advisor to provide personalized investment advice and wealth management. You will build a strong client book, develop tailored strategies, and deliver ongoing guidance to help clients reach long-term goals.

The role emphasizes ethical standards, regulatory compliance, and collaboration with branch teams to support service and growth. Excellent relationship-building skills are essential.

Competenze

• Client-focused advisory approach with strong knowledge of investments and retirement planning.
• Ability to build lasting relationships and commitment to compliance and ethics.

Mansioni

• Build and manage a client book of business through relationship-driven engagement.
• Develop tailored financial strategies aligned with clients’ long-term goals.
• Deliver ongoing guidance and monitor progress to support wealth objectives.
• Leverage training, research, and technology to inform recommendations.
• Collaborate with branch teams to support client service and business growth.
• Maintain strict compliance with regulatory requirements and uphold ethical standards.
• Provide a supportive, consultative client experience focused on trust and transparency.

Descrizione del lavoro

Strive Solutions in New York is seeking a client-focused financial advisor to provide personalized investment advice and wealth management. You will build a strong client book, develop tailored strategies, and deliver ongoing guidance to help clients reach long-term goals.

The role emphasizes ethical standards, regulatory compliance, and collaboration with branch teams to support service and growth. Excellent relationship-building skills are essential.