Location
New York City, NY, United States
Posted on
Nov 29, 2022
Profile
Financial Representative Financial Advisor
The candiate will partner with clients by creating personalized financial plans built on their unique needs and desires. And through industry-leading solutions, help them protect what the client worked so hard to achieve while also growing assets for the future. Should have a Bachelor's degree. Should preferably have CFA / CFP/ J.D. / Ivy League Undergrad. Should build relationships centered on trust, open communication, and transparency; proactive and focused on providing excellent customer service; and history of professional success.
Company info
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