Assisting Senior Financial Advisors prospect for and retain clients in order to enable those clients to reach their financial goals based on their objectives, time horizon, and risk tolerance.

Junior Financial Advisor will also be encouraged to start creating and prospecting for own client book.

Qualifications:

• Series 7 & 63 Required.
• Bachelor's degree (B.A.) from 4 year college or university in Business Administration, Finance, or other business related degree.
• Demonstrated understanding of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
• Ability to prepare and deliver clear, effective, and professional presentations.

Job Requirements

Evaluate clients’ financial needs, current holdings and available investment capital to help them identify their investment objectives

Monitor client portfolios and make recommendations consistent with changes in economic and financial conditions as well as the client’s needs and objectives

Analyze, draft and implement comprehensive financial and investment plans to help meet client objectives

Identify and develop new business through existing and potential clients

Open, transfer and close customer accounts and maintain appropriate account records

Stay current and informed of new investment products and market trends

Participate in training and development to continually improve the ability to provide the best advice and service for clients  

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