Financial Advisor

I've Partnered with a highly esteemed Investment banking firm looking to add a skilled Financial Advisor to their team. They're looking for an Advisor with an existing book of business with clients that have an average net worth of at least $1 million.

Responsibilities:

• Build and maintain strong relationships with high net-worth individuals, understanding their financial objectives, risk tolerance, and preferences.
• Conduct in-depth financial assessments and develop personalized wealth management plans encompassing investment strategies, retirement planning, estate planning, tax optimization, and insurance solutions.

Qualifications:

• 3+ years of Financial Advisory experience.
• Have an existing portfolio of high-net-worth or ultra-high-net-worth clients.
• Proven track record of success in financial advisory roles, with a focus on serving high-net-worth individuals.
• Strong understanding of investment principles, financial planning strategies, and wealth management best practices.
• Have at least your Series 7, 63, or 66.