Senior Financial AdvisorAvior Executive Search • New York, NY, US

Senior Financial Advisor

Avior Executive Search • New York, NY, US

[job_card.30_days_ago]

[job_preview.job_type]

[job_card.full_time]

[job_card.job_description]

Job Description

Full Time Senior Financial Advisor

Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.

Responsibilities :

Must have an established portfolio of 100M AUM and above
Provide financial planning advice and guidance
Manage client portfolios
Execute trades and transactions
Stay up-to-date on market trends and regulations

Qualifications :

Bachelor's degree in finance or a related field

Series 7, 63 or 66 license

5+ years of experience as a financial advisor

Strong communication and interpersonal skills

Ability to work independently and as part of a team

If you are interested in this position, please send your resume and cover letter to alan@aviorsearch.com. I look forward to hearing from you!

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