Financial Advisor (New York)Taos Global Group Inc. • New York, NY, US
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Financial Advisor (New York)
Taos Global Group Inc. • New York, NY, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.part_time]
[job_card.job_description]Have an entrepreneurial spirit and a desire to be successful Be eager to help people and excited to build long-term relationship with your clients Have excellent communication skills Must have bilingual skills-English / Chinese Pay : $20,000-$100,000 (commission)
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 to cultivate client relationships
- Prepare financial plans and check their accuracy
- Sell commerical / personal insurance and investment products to small and mid-size business owners
Qualifications
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