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Senior Financial Advisor

Avior Executive Search
Full-time
On-site
New York, New York, United States
Finance/Accounting
 

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!