Senior Financial Advisor Senior Financial Advisor …

Maptalent
in New York, NY
Permanent, Full time
Be the first to apply
Lucrative
Maptalent
in New York, NY
Permanent, Full time
Be the first to apply
Lucrative
maptalent is currently looking for Senior Financial Advisor to join a very established Private Client Group for a international Finance Corporation. Our client offers the full spectrum of investment solutions, positioning Financial Advisors to better meet their clients expectations. Combining their Wealth Management Platform, with deep history and expertise in income driven investing, Financial Advisors are well positioned to serve their clients needs and goals. They provide Investment Management and Financial Planning to High Net Worth Individuals.

Advising strategies for clients in investment planning, financial planning, income investing, wealth management, alternative investments, insurance coverage, cash management, lending, and other areas to help them reach financial objectives.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Provide Investment Management and Financial Planning to High Net Worth Individuals.

Requirements:

Experience providing quality financial and wealth management advice.

Ideally come from a commission/fee based background with a current book of business
Ideally must have current FINRA Series 7, 63 and/or 65/66 Registration
Bachelor degree in business, finance or related field.

Benefits:

Highly Lucrative remuneration

Transition compensation packages
Firm Financed practice acquisition support
Succession retirement programs

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