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Selby Jennings
New York, NY, United States
Responsibilities: - Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters. - Conduct in-depth financial analysis and develop personalized financial plans tailored to each client's unique goals, risk tolerance, and time horizon. - Provide guidance and rec
Job Source: Selby JenningsCNO Financial Group
City of New Rochelle, NY, United States
Join Us to Earn More Money and Make a Real Impact! Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group! As a Financial Advisor, you will have the opportunity to positively impact the l
Job Source: CNO Financial GroupEquitable Advisors
Secaucus, NJ, United States
Equitable Advisors Job Description At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional
Job Source: Equitable AdvisorsEquitable Advisors
New York, NY, United States
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth
Job Source: Equitable AdvisorsBankers Life
City of New Rochelle, NY, United States
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life fina
Job Source: Bankers LifeEmerson Howell Nagel & Associates
New York, NY, United States
"It's always best to know what your options are. Don't forget to manage career risk too!" As a seasoned professional, you understand the importance of keeping your options open, hedging your bets, and thoroughly understanding the market. So even if you are not currently considering a change, establishing a relationship with an experienced execut
Job Source: Emerson Howell Nagel & AssociatesFarther
Jersey City, NJ, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherEquitable Advisors
Secaucus, NJ, United States
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals
Job Source: Equitable Advisors, NY, United States
Financial Advisor | Morristown, New Jersey Reference Number: MHH7364
Location: Morristown, New Jersey
Judson Group has been retained by a leading wealth and financial services company in the search for a Financial Advisor. The firm is known for their commitment to building UHNW client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience working with UHNW clients/business owners with a focus on wealth and financial planning and strategies.
Responsibilities:
Responsible for proactive face-to-face communication and relationship building with UHNW clients, centers of influence, and prospects for clients.
Responsible for satisfaction and retention of the firm’s UHNW clients.
Maintain the client relationships, administration, and servicing of all financial needs of clients.
Responsible for wealth planning, portfolio management, and financial planning strategies.
Effectively communicate financial plans during client meetings.
Work with clients to ensure action items are thoroughly executed and documented.
Work with various firm members and specialists to ensure the client’s financial needs are met.
Requirements:
5+ years of client facing/relationship management experience preferred.
Advanced education and designations desired: CFP, CFA, CPA/PFS, JD/LLM
FINRA Series 7 preferred.
Ability to take on lead advising responsibilities.
Experience working with business owners highly desired.
Experience with various planning components including retirement planning, tax planning, estate planning, cash flow planning, asset protection, and/or investment planning highly preferred.
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation:
Very competitive base salary, bonus, and benefits
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Email Alert for Financial Advisor jobs in , NY, United States
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