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Financial Advisor
•11 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Manhasset, NY Manhasset, New York |
About this job
Job Description
Job DescriptionCompany Description
We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Qualifications:
- Previous experience in banking, financing, or other related fields
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
One of the largest broker dealers in the country with access to every investment company available. Managed accts. annuities, Mutual Funds. UIT, corp Notes, Life insurance etc .
Company Description
One of the largest broker dealers in the country with access to every investment company available. Managed accts. annuities, Mutual Funds. UIT, corp Notes, Life insurance etc .
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