We are seeking a financial advsior to join our team and serve as an associate advisor to our Senior Financial Advisor. The ideal partner has client facing experience and a genuine desire to help client families.
Our firm provides active investment management, comprehensive financial planning, tax planning, tax preparation, insurance services and estate planning for our clients. We are a fee based financial advisory firm serving clients throughout the Southern Tier, while also traveling to meet with a large portion of our clients that live outside of New York State. We are an independent registered investment advisor firm.

Desired Qualifications:

• Licenses and Registrations: FINRA Series 65 or 66
• Clean U-4 and Background
• Financial Paraplanner Qualified Professional - FPQP® designation preferred
• Certified Financial Planner designation a plus (CFP®)

Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Chartered Financial Consultant, Financial Services, Financial Professional, Financial Advisor, Insurance, Finance, Retirement Planning, Estate Planning, Asset Management, Wealth Management
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Work Location: In perso

Please refer the Job description for details