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Mark Zagotti
Managing Director / Chief Compliance Officer - Broker Dealer and Investment Banking
Role Description
This is a full-time hybrid role for a Financial Advisor / Registered Representative at Cathay Securities, Inc. The role involves providing financial planning services, managing client portfolios, conducting retirement planning, and offering investment advice. The position is based in New York, NY with flexibility for some remote work.
Qualifications
Financial Planning and Finance skills
Retirement Planning expertise
Experience in Investments and Financial Advisory
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to work independently and in a team
Series 7 and 65/66 licenses are preferred
Bachelor's degree in Finance, Economics, or related field
Employment type
Full-time
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