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Job Details

Financial Representative Financial Advisor

Location
New York City, NY, United States

Posted on
Nov 29, 2022

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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.

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