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Jobs Search
Start Date
Immediate
Expiry Date
19 Nov, 25
Salary
75000.0
Posted On
19 Aug, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Good communication skills
Industry
Financial Services
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:
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